Nifty Falls As Oil, IPO Boom Drain Liquidity: What Lies Ahead For Markets?

Indian markets remain under pressure as liquidity concerns, elevated crude oil prices and the IPO boom weigh on equities. G Chokkalingam, Founder & MD, Equinomics Research, explains why domestic and foreign liquidity are emerging as key challenges for the market. He discusses the impact of crude oil above $100, continued FPI pressure, weak monsoon conditions and the diversion of funds towards primary markets. With most Nifty 500 stocks already down sharply from their peaks, he says investors may need to manage risk rather than panic, while focusing on diversification and fundamentally strong stocks for the medium to long term.