Our post-market wrap: the day's scoreboard, institutional flows, sector rotation, levels for tomorrow — and an honest check of the morning call.
Average accuracy across the last 7 reviewed calls. Latest: 48% — we publish our misses too.
Morning brief flagged a weak bias on Powell’s caution, watch USD/INR near FBIL 88.74, and sensitivity in IT; also highlighted global risk-off tone.
We highlighted policy risk from the U.S. H-1B fee on new petitions and flagged IT as the key drag; we also noted benign crude as a cushion for OMCs and relative safety in non-discretionary pockets.
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The morning brief anticipated a mixed opening with GIFT Nifty at 25,470, and this proved accurate as markets opened higher but faced selling pressure throughout the session.
