Markets may be entering opportunity phase; focus on selective bets: Dhiraj Relli

The broader market sentiment is positive, with experts advocating for selective stock picking. This suggests a move away from broad-based rallies towards individual company performance.

Look for companies with strong earnings visibility and improving valuations, potentially in consumption, financials, and industrials as per related context.

For Indian markets, the practical takeaway is that this story carries a bullish read rather than a generic headline. Traders should judge it by actual market follow-through, not by narrative intensity alone.

Watch whether the market validates this read through price action, volume, and breadth. If the headline matters, the signal should show up in execution, not just in commentary.

• •Dhiraj Relli warns elevated crude prices may impact inflation, rates and earnings amid global uncertainty.
• •India’s macro remains stable with steady growth, improving valuations and favourable risk-reward.
• •Markets are shifting toward stock-specific opportunities and broader earnings participation.
• •Risk flag: Elevated crude prices impacting inflation and interest rates
• •Risk flag: Global uncertainty