📉 FIIs Activity
FIIs sold ₹2,100+ Cr in cash. In F&O, no change in net index shorts but a big shift — they reduced heavy index call shorts and turned into net call buyers.
🌍 Global Sentiment
Optimism around Fed rate cut has boosted sentiment. All major global markets are running strong in a bull phase.
🥇 Gold Update
Gold hit an all-time high post Fed cut expectations. But this looks more speculative than fundamental — technically, gold is in the overbought zone, so a correction is likely.
🚗 Sector Focus
Autos remain strong! Especially mid-cap auto ancillaries are showing good momentum. That’s where selective opportunities lie.
⚠️ Our Stance
Stay selective, ride the auto wave, but always keep stop-loss in place to protect gains.
