6 Oct 2026Neutral 😐
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Sectoral analysis, technicals & macro insights.
Deal pipelines are firming up, but margin pressure remains the key monitorable for large-cap IT names.
A close below the 20-DMA could open the door to further consolidation before the next leg up.
After three weeks of selling, FIIs pumped ₹1,284 cr into cash markets, signalling a cautious return.
The Nifty Midcap 150 trades at a premium to its 5-year average P/E. We break down where the risk sits.
Two-wheeler makers are best positioned as rural sentiment improves ahead of the festive season.
Markets expect a hold on rates. The tone on liquidity and inflation guidance will set the direction.