Caution Mode On⚠️📊

Rupee pressure, rising input costs, and supply chain disruptions are building inflation risks, keeping rates higher for longer. This is weighing on rate-sensitive sectors and overall market sentiment. While cyclicals may stay under pressure, defensive sectors like power, fertilizers, and pharma look relatively strong due to steady demand and pricing power. Stay selective, volatility is high, but opportunities exist where fundamentals remain resilient.