Monthly options data suggested that the Nifty 50 is expected to remain within the 25,500–26,500 range in the short term.
Mistry noted that household financial savings directed toward equities stand at around 5.6%, up from 0.7% in 2014. While growth has been significant, it still lags developed markets, where equity allocations often exceed 20%, and in the US, reach over 40%.
On Thursday, equity benchmarks extended their rally for the sixth straight session amid optimism over a potential India-US trade deal.
Mistry also pointed out that the transition of an economy from investment-led to consumption-led growth had its share of challenges
The challenge, he added, lies in the micro level because gems and jewellery and textiles could get impacted. And rupee dollar may be impacted if the current account deficit increases.
Mistry outlined four large areas that investors should be watchful about — tariffs, policy-level shifts, the nature of market flows, and volatility.
Auto Ancillaries and Retailing followed with overweight stances of +0.8% each, reflecting continued confidence in domestic consumption and manufacturing themes
Stock market today: Sensex, Nifty rose on hopes of a possible trade deal annoucement between India and the US.
According to experts, the Nifty 50 index may consolidate for a couple of sessions with immediate 25,700–25,500 support before gaining strength for an upward journey toward 26,000–26,300.
The market may consolidate for a couple of sessions after the recent sharp rally, though the overall sentiment remains healthy. Below are some short-term trading ideas to consider.
The Nifty 50 is expected to face a hurdle at 26,000, as decisively surpassing this level could open the door for a move to 26,200-26,300 in the upcoming sessions, provided the index defends support in the 25,750-25,700 zone, according to experts.
Muhurat Trading 2025 reflected cautious optimism compared to the subdued tone of 2024.
Shilchar Technologies shares closed 1.77 percent higher at Rs 4,357.85 after volatility with significant volumes. The stock has been in lower high-lower low structure since June this year.
Azeez said HNIs often invest to signal sophistication rather than to build portfolios that actually work.
With LRS and feeder-fund limits nearly maxed out, wealth managers say ultra-rich investors are increasingly using GIFT City to channel global allocations — with over half a billion dollars already flowing through.
What’s emerging is a very different wealth ecosystem — deeply domestic, tax-aware, and product-diversified, yet still learning to overcome its emotional impulses. The flow of money has matured. Investor temperament hasn’t.
The Nifty 50 index is expected to face resistance at the 25,900–26,000 zone on the Muhurat Trading day, while support is placed at 25,700, followed by 25,500 as a crucial level, experts said.
Market sentiment is likely to remain favourable for bulls on the Muhurat trading day. Below are some short-term trading ideas to consider.
As long as the Nifty 50 sustains above 25,700, a rally towards the 25,950–26,000 zone can't be ruled out before potential consolidation sets in. The crucial support remains at 25,500, experts said.
RBL Bank shares clocked 9 percent rally on Monday to close at Rs 326.65 with strong volumes after the Emirates NBD Bank received its board approval to acquire up to 60 percent equity stake in the bank by infusing up to Rs 26,850 crore.
For the year so far, FIIs have been net sellers of shares worth Rs 2.39 lakh crore, while DIIs have net bought shares worth Rs 6.03 lakh crore.
Weekly derivative data indicated that the Nifty 50 is likely to face resistance in the 25,850–25,900 zone, with support in the 25,800–25,750 range.
While traditional equities remain an essential part of portfolios, the diversification into private credit and high-growth sectors is likely to continue.
Investors, especially high-net-worth individuals, are recalibrating allocations, balancing the allure of precious metals with equities and other asset classes.
Earnings growth, rising discretionary consumption, supportive policy measures, and evolving promoter and HNI allocations all point to a shift from caution to optimism.