JioBlackRock CIO Rishi Kohli decodes Nifty’s inflection point after two years of weak returns
· Economic Times Markets
JioBlackRock CIO Rishi Kohli says largecap valuations have de-rated, while Indian banks have underperformed global peers, creating potential room for a shift in market leadership. He expects volatility to persist, with banks potentially supporting broader indices.
The analysis
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.
- Sector exposure: Banks.
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