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Vijay Kedia highlights the disconnect between headline equity indices and smallcap portfolios. Retail investors, bluechip warriors, and midcap/smallcap indices experience a significant disconnect. Nifty Midsmall Cap 400 is suggested for a better overview. As the Indian market matures, broad indices will gain more relevance.
On the domestic front, if the markets start to believe that there is an increased possibility of a lack of policy continuity, then the markets could correct, says Nishit Master while pointing out towards the risk factor.
Analysts expects these two export-oriented sectors to remain under pressure in the near term as the Fed rate-cut prospects diminish on hotter-than-expected inflation print
The RBI Monetary Policy outcome could create minor volatility in the market on February 8, according to analysts. And, hint of a rate cut in near future from Governor Shaktikanta Das may set off a fresh rally in equities
Real estate players are looking forward to the monetary policy reversal, as the sector is heavily affected by any interest rate movements.