“Vinod Nair of Geojit Investments observes that domestic markets rallied on risk-on sentiment, driven by easing US-Iran tensions and China's diplomatic engagement, which helped contain crude prices. He notes that global cues from strong AI-led tech earnings and yen-led dollar weakness aiding EM flows, along with domestic factors like favorable political cues, improving infra execution, and ECLGS 5.0 approval for MSMEs, remain supportive for the market. However, he cautions that the overall trend remains headline-sensitive in the near term.”

Vinod Nair’s track record: 6 graded calls · 95% CI 10–70%