Indian Markets Show Surprising De-linkage from Global Trends Amid Sell-off

Sandip Sabharwal highlights the unexpected de-linkage of Indian markets from global trends, noting a significant sell-off in various segments without major global events to justify it. He emphasizes the potential for recovery in large caps and NBFCs, while also pointing out that Indian markets appear oversold and relatively cheap, suggesting a cautious optimism for future performance.

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Indian Market Declines Amid Earnings Concerns and Global Economic Uncertainty

The Indian market closed lower on Friday, reversing early gains due to concerns over a potential slowdown in corporate earnings, despite optimism from lower U.S. interest rates and falling oil prices. The BSE Sensex fell by 329.92 points to 76,190.46, while the Nifty 50 dropped 113.15 points to 23,092.20, driven by sell-offs in pharma, real estate, and auto sectors. Market sentiment remains bearish, with 3,001 stocks declining out of 4,059 traded on the BSE.

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