- Despite Nifty holding above 24600, most cash stocks continue to drift lower, keeping retail sentiment weak. As per market grapevine, sustained pressure may divert flows toward safer avenues like bank FDs, PPF, debt funds, gold and silver.
- March 2026 has 12 holidays including 9 weekends; key market holidays fall on 3rd March (Holi), 26th March (Shri Ram Navami) and 31st March (Shri Mahavir Jayanti). Fewer trading sessions may keep volatility high and volumes subdued in cash stocks.
- Negative for equity? SEBI has widened the mandate of actively managed equity mutual funds to include gold and silver, impacting over Rs.30+ lakh cr. AUM. The move could divert incremental flows from pure equities.
- IT selloff impact: Mutual funds have reportedly lost around Rs. 3.5 lakh cr. in IT in 2026 so far. As per market grapevine, many fund managers underestimated AI-led disruption risks to traditional Indian IT models, triggering sharp sectoral correction.
- Astro junction: With Chandra Grahan on 3-3-2026, volatility may persist till 25-3-2026. Cash stocks could see low volumes and difficult exits. Till mid-April, focus only on fundamentally strong companies with solid 9MFY26 and positive Q4FY26/Q1FY27 commentary.
