Markets had a strong week driven by US-China trade optimism and FII inflows. Sentiment is positive with broad-based participation - Nifty may hover between 24,800–25,200, dips are buying opportunities. Key Themes: Defence stocks rallying — a reminder to stay rooted in process, not narratives. US credit rating downgraded by Moody’s — likely a lagging indicator. Earnings growth muted at 8% but expected to pick up next quarter. Sector Highlights: Stars: Consumer Durables, Chemicals, Engineering, Fertilizers, Mutual Funds, Brokers, Depositories. Turning Positive: IT (accumulate), Pharma (cautious), Telecom (strong). Mixed: Auto Ancillaries > OEMs, Realty (cyclical), Banks (wait for dips). Weak: Cement (monsoon impact), Retail (competition pressures).

HINDUNILVR

TECHM

SUNPHARMA

ACC

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