Market Commentary LIVE | Nifty Slips Below 23,800 | Piyush Pandey Decodes D-Street

Dalal Street may have paused after a sharp rally, but the mood on the Street is clearly turning optimistic again! In this edition of the Business Today's Market Commentary Show, Centrum' Piyush Pandey decodes the big themes driving markets as June begins. From the comeback rally in midcaps and smallcaps to the changing narrative around IT stocks, telecom plays and AI disruption, this discussion covers it all. Why are stocks like Coforge and Persistent standing out despite pressure on the IT sector? Can Vodafone Idea finally turn the corner after debt relief and aggressive 5G expansion? What’s the next big opportunity in telecom infrastructure and data centers? Plus, key insights on inflation worries, FII selling, valuations and sector-specific opportunities for investors in the second half of 2026.