Market Commentary: Arun Kejriwal On Nifty, Stocks & The Next Big Move

Market Commentary: Arun Kejriwal On Nifty, Stocks & The Next Big Move

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Shailendra Bhatnagar
  • Updated Sep 11, 2026 5:26 PM IST

Market veteran Arun Kejriwal joins Business Today Television to decode the Nifty's sharp decline amid surging $109/barrel oil prices and rising global bond yields. With geopolitical tensions escalating and borrowing costs climbing worldwide, investors face intense volatility. Kejriwal analyzes the RBI’s $136 billion FCNR mop-up as a crucial economic shock absorber and unpacks the persistent underperformance of heavyweights like HDFC Bank and major IT firms. Learn where to find hidden value during market dips, including defensive income strategies utilizing InvITs and REITs. The discussion also highlights breakout IPOs like Molbio Diagnostics and Lalita Jewelry that are defying the broader market slump. Watch for actionable portfolio strategies and expert advice on navigating today's challenging macroeconomic headwinds.

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