By sector, leadership continues in cyclicals like Metals, Capital Goods, and Industrials, while IT and Consumption lag. RRG indicates exhaustion in CPSE and Energy, with a likely shift toward Financials and Banks, while factor trends favor Alpha and Momentum. In line with this setup, buy ideas include Astral, Glenmark Pharmaceuticals, and Jindal Steel & Power, which are showing bullish setups and relative strength. PB Fintech remains a sell candidate due to continued bearish structure. Overall, focus should remain on selective buying of strong stocks and avoiding weak sectors, with a tactical and rotational approach rather than aggressive index-level positioning.
