💼 What stands out in “Operation Sindoor” from the market perspective is its focused and non-escalatory nature.
💼 We have to wait and watch how the enemy reacts to these precision strikes by India.
💼 The market is unlikely to be impacted by the retaliatory strike by India since that was known and discounted by the market.
💼 The main catalyst of the market resilience in India is the sustained FII buying of the last 14 trading days which has touched a cumulative figure of Rs 43940 crores in the cash market.
💼 FIIs are focused on the global macros like weak dollar, slower growth in US and China in 2025 and India’s potential outperformance in growth. This can keep the market resilient. However, investors have to watch the developments on the border.
💼 The big shift in market preference in favour of largecaps away from overvalued segments of mid and smallcaps is significant.
💼 FIIs, as always, are mainly buying largecaps. This trend can continue.
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Posted on : 07 May 2025 9:30 AM
