Today’s FII & DII figures include block deals.Today is also an important day as the US is expected to impose taxes on countries purchasing oil from Iran, which could have implications for global markets.
US bond yields have been rising continuously. The US government announced a bond buyback programme last week, but despite this, bond yields are still moving higher.
When bond yields rise, the cost of financing and refinancing government debt increases. This can put pressure on the US dollar & dollar is getting weaker.
Generally, the relationship between the dollar and gold is:
Strong Dollar → Gold Weak
Weak Dollar → Gold Strong
This is one of the factors supporting the recent rise in gold prices.
The Nifty50 is struggling and is now very close to the 24,000 level.
As I have said earlier, if the Nifty50 falls below 24,000, we could see panic selling in small- and mid-cap stocks, particularly from retail investors.
The Nifty50 is underperforming because several major large-cap stocks, including HDFC Bank, Reliance Industries and TCS, are also underperforming. FIIs are currently showing no interest in large-cap stocks, which is keeping the Nifty50 under pressure.
Interestingly, small- and mid-cap indices are showing strong underlying strength and are ready for the next move higher. However, continued weakness in the Nifty50 is putting pressure on the broader market as well.
CHANGE YOUR INVESTMENT STRATEGY
If you want to generate good returns in this highly volatile market, focus on selected high-growth multibagger stocks and stay invested as long as the growth story remains intact.
If you try to trade every market movement, there is a high probability of losing money. We saw significant losses among traders during the bear phase in 2025, and 2026 is also proving to be a highly volatile year where trading remains extremely challenging.
You need to change your investment strategy according to the market environment.
This is not the easy money-making market that we experienced during 2020–21 and 2023–24.
Those who have systematically built portfolios of high-growth multibagger stocks from emerging sectors and remained patient are generating good returns.
In this market, stock selection, patience and conviction are far more important than frequent trading.💥
