Nifty’s Next Move: Recovery Ahead Or More Pain? Piyush Pandey On Dalal Street

Indian markets have bounced back after a sharp sell-off, but is this the start of a meaningful recovery or just a relief rally? With heavy FII selling, elevated crude prices, global bond yields and the RBI policy decision in focus, where does the market go from here? Piyush Pandey, Senior Vice President – Equity Research, Centrum Broking, joins Business Today to discuss the outlook for Nifty and Sensex, the sectors and stocks he is watching, whether large caps now look more attractive than mid and small caps, and what investors should make of the pressure on IT stocks. He also shares his views on AI disruption, telecom, tariff hikes, Jio and the key triggers that could shape Dalal Street in the weeks ahead.