Second half felt a bit different. Index closed a little down, but that’s not the main thing. Midcaps were holding okay, banks kept pulling everything down. Same story again. Breadth was almost even, so it wasn’t like full market selling. Just some big names dragging it. Capital market and PSU railway stocks had some buying. Realty and consumer names stayed weak… not surprising with yields going up. INR is weak, crude is high… slowly becoming normal now. Globally also, bond yields are moving up again. Market is watching that. For tomorrow, it’s all about banks. If they don’t hold, upside will be messy again.

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