US equities show resilience as the government shutdown nears its end, prompting sector rotation out of technology. Investors are cautiously optimistic, but concerns over Fed rate cuts, labor market weakness, and high tech valuations, particularly for the Mag-7, are influencing market sentiment.
Largecaps seen as safer harbour in stock picker’s market: Nitin Bhasin
Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will