Weekly Quote on Market by Krishna Appala, Sr. Research Analyst, Capitalmind Research
Below the Weekly Quote on Market by Krishna Appala, Sr. Research Analyst, Capitalmind Research
“Nifty Edges Up Amid Broader Market Stability - The Nifty 50 climbed 0.9% this week, while the Nifty Midcap 100 gained 0.4% and the Nifty Smallcap 250 saw a marginal decline of 0.1%. These movements point to a steady recovery across broader markets, despite lingering macroeconomic uncertainties.
Recent sessions mark a rebound from earlier declines, fueled by renewed buying from the FIIs, who have injected over 30,000 Cr in the last few trading days, shifting to net buyers. DIIs have also played a role, with a mix of net buying and selling shaping market dynamics.
Yet, caution lingers amid global headwinds. Potential tariff announcements and their economic fallout remain key concerns influencing sentiment. On valuations, large-cap stocks have moderated, aligning closer to long-term averages for a balanced outlook. In contrast, mid-cap and small-cap valuations stay elevated compared to historical norms, prompting investors to focus on fundamentals and earnings visibility rather than momentum-driven themes.
Sector performance is mixed: banking shines with reasonable valuations, while once-buoyant sectors face corrections, suggesting a reversion to mean. Looking ahead, near-term volatility from global factors is expected, but India’s strong domestic market supports a positive long-term outlook. In this context, assets like gold could act as a portfolio stabilizer, complementing broader investment strategies rather than serving as a tactical play”.
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