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Triple threat for Indian markets in near future; investors need caution

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Shillong, September 18: V.K. Vijayakumar, Chief Investment Strategist at Geojit Financial Services, identifies three significant challenges facing the market in the short term.

As per IANS, these macro risks, including the dollar index surpassing 105, a steadily increasing US 10-year bond at approximately 4.39 percent, and Brent crude prices exceeding $94, demand attention. Vijayakumar notes that these risks cannot be ignored for an extended period.

Furthermore, he attributes Foreign Institutional Investors’ (FIIs) reluctance to significant selling to the fear of missing out (FOMO) phenomenon.

Investors are advised to be cautious, particularly within the overheated mid- and small-cap segments, with safety found in large-cap stocks. Vijayakumar highlights the rally’s strength, driven by large-cap blue-chip companies across various sectors, propelling the Nifty well beyond the 21,000 level.

Additionally, he sees the fairly valued banking sector as a positive contributor to the recent rally, with PSU banks like BoB, Canara Bank, and Indian Bank presenting attractive valuations.

Vaishali Parekh, Vice President – Technical Research at Prabhudas Lilladher, observes that the Nifty index continues to achieve new highs, touching 20,200 levels during intraday sessions. She anticipates further gains in the near term, with a target range of 20,300-20,350.

Additionally, Parekh notes a resurgence in strength within the broader markets, with substantial participation from mid-cap and small-cap counters supporting the index’s upward movement. The day’s support is seen at 20,100 levels, with resistance at 20,350 levels.

Meanwhile, BSE Sensex is currently down by 155 points, resting at 67,682 points, with Infosys, HDFC Bank, and Wipro experiencing declines exceeding 1 percent.

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