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With the combination of a widely accepted positive union budget coupled with strong financial performance from most companies in the last quarter should have seen the markets reaching their lifetime high's but the news around the Adani group companies dampened sentiment.
However, there are 4 positives that would continue to add further momentum
01:04 - Positive #1: Global Markets | Positive Investor Sentiment
02:21 - Positive #2: Strong Budget | Boost For Industry Facing Businesses
03:10 - Positive #3: Contained Fall Out From #Adani Stocks
04:56 - Positive #4: Valuations Catching Up To Earnings | Example #Apar Industries
06:10 - Portfolio Additions - #KEI Industries
07:03 - Shift in Market - Exiting #DivisLabs
Hope you found this market overview informative
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