💼 The signals from the market are a bit confusing as it has ignored the sharp slowdown in Q2 GDP growth and remains resilient despite massive FII selling.
💼 There are many likely headwinds from the Trump presidency, and valuations are elevated with Nifty trading around 20 times estimated FY26 earnings.
💼 In this context, investors should adopt a cautious investment strategy with asset allocation as the underlying principle.
💼 Since the market has been resilient amidst challenges, it makes sense to remain invested.
💼 Those with lower risk appetite can consider moving some money from overvalued mid and small caps to large caps and debt.
💼 News of Rs 71,722 crores of defence order proposals will keep defence-related stocks on the radar today.
💼 FIIs turning buyers is a positive factor that can help large caps remain resilient.
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Posted on : 04 Dec 2024 10:34 AM
