FIIs Activity
Foreign Institutional Investors (FIIs) have sold over ₹6,000 crore worth of equities in the cash segment. In the F\&O space, they have added fresh net index short positions, indicating a cautious-to-bearish stance.
Global Sentiment
Despite the looming August 1st Trump Tariff deadline, global markets remain strong with no visible panic. Most participants seem to be ignoring potential risks — but this could be a misjudgment if tensions escalate.
Earnings Season Wrap
The Q1 earnings season is almost over, especially for Nifty heavyweight companies. The overall performance has been disappointing, which partly explains the recent market correction.
Our View
No change in strategy — stick to companies delivering strong results.
Trade cautiously and always use a tight stop-loss. Focus on quality over quantity during uncertain times.
