The Bulls have been the standby for a rally but they keep their patience to let the storm pass while treading slowly with mild gains.
Indian stock market opened this morning with cautioned optimism, benchmark indices Nifty50 and BSE Sensex opening in green, boosted by positive global cues and expectation of India and US upcoming inflation data. The Nifty50 trades at the moment around levels of 24,850 points, up 0.35%, and the BSE Sensex trades with gains around 300 points, a 0.35% increase, reflecting gradual market momentum.
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IT stocks drove the gains with Infosys, Wipro, and Tech Mahindra rising sharply, the Nifty IT index jumped more than 2%, ending a five-day losing trend. Top gainers among the Nifty 500 are RailTel Corporation, Engineers India, Action Construction, Intellect Design, and JSW Infrastructure, which captured selective industrial strength. In contrast, some blue-chip heavyweights like Reliance Industries and Bharti Airtel witnessed minor falls, indicating mixed blue-chip players' sentiment.
Sectorally, IT and infrastructure stocks lead the gains today, with technology services leading a strong rally in the sector driven by healthy earnings expectations and upbeat policy prospects. The auto sector, which had seen strong performance in earlier sessions following GST rate reductions, also seemed muted but remained resilient. Banking indices are modestly up, while sectors such as capital markets and defence are modestly lower. Realty shares, especially Brigade Enterprises, took advantage of fresh project announcements, which fuelled investor appetite in realty.
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The larger market indices present a conservative image. The Nifty Mid-cap 100 index register moderate gains of approximately 0.5%, echoing optimistic caution as investors searched for alpha in mid-cap firms. The Nifty Small-cap 100 remains mostly flat, with an uptrend merely 0.16%, suggesting caution among small-cap investors in the face of global economic uncertainty. Overall, mid-cap and small-cap performances are steady without any significant breakouts or sell-offs.
Market analysts perceive the trend as stable but complex, with attention turning towards macroeconomic catalysts like the inflation data and US Federal Reserve policy cues due in the near future. Dr. VK Vijayakumar of Geojit Investments notes the gains to be the GST reform's positive effect on autos and warned that inflation fears would prevent markets from being stable. Investors should watch out for earnings reports and sector-related news closely to guide through near-term sessions.
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Summing up, the Indian market opened today on a Tuesday morning positively with IT and infrastructure stocks taking the lead in gains while mid and small-caps exhibiting steady but cautious participation. Sector rotation and macroeconomic drivers continue to dominate as markets look forward to possible policy inputs and positive global cues.
