
What is the sentiment on Dalal Street today? After a rough patch where the Nifty lost 700 points this month, optimism is finally returning to the market. Why? Global crude oil prices are dropping, easing supply chain and war-related fears around the Strait of Hormuz. But what about Indian large caps? They have underperformed recently as foreign money shifted toward new-age global tech, like AI and semiconductor companies. The good news? This massive fund outflow has left our large-cap companies trading at highly attractive valuations with limited downside risk. While we wait for major institutional funds to trigger a sharp rally, now might be the perfect time to explore large-cap stocks. Watch the full video to understand these market dynamics.