Thanks for sharing — weak global cues are clearly putting pressure on markets everywhere. Risk sentiment is fragile, and any cracks in macro or earnings will be punished swiftly. It’ll be essential to monitor central bank moves, inflation surprises, and geopolitical developments. In such a backdrop, quality and defensives may outperform cyclicals.
Thanks for sharing — weak global cues are clearly putting pressure on markets everywhere. Risk sentiment is fragile, and any cracks in macro or earnings will be punished swiftly. It’ll be essential to monitor central bank moves, inflation surprises, and geopolitical developments. In such a backdrop, quality and defensives may outperform cyclicals.
Glad you found it useful!
I still didn't understand why every sector is in red today
Dukh dard peeda 🥲
What are your views on TATA CAPITAL
Our team did a piece on Tata Capital on Daily Brief
https://thedailybrief.zerodha.com/p/inside-indias-biggest-nbfc-ipo-yet
Bearish in short term already overvalued..
But in long run hopefully it will not disappoint us.. From my analysis best buy would be around 250-270..
Don't take it as investment advice..