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If you look few months ago what had happened was that the largecaps actually they saw a lot of FII selling and whenever we see FII selling, the selling usually is concentrated a bit in the top say 20, 25, or say 50 stocks.

Larsen & Toubro (L&T) is projected to reveal a substantial net profit increase, ranging from 7% to 17%, in Q4FY25, with revenue growth estimated between 11% and 17%. Brokerages anticipate a bottom line between Rs 4,692 crore and Rs 5,055 crore, and a topline ranging from Rs 74,563 crore to Rs 78,490 crore.

Nikkei witnessed a slight dip, ending a seven-session winning streak. Pharma stocks fell after Donald Trump s tariff announcement. Automakers also declined due to a stronger yen. Sony shares dropped following news of levy on foreign films. Trade talk hopes between US and China offered some optimism. Investors await Jerome Powell s remarks on interest rates.

Historically, Indo-Pak tensions trigger short-term Nifty dips, averaging 5%, but markets often recover within 3–6 months, delivering returns up to 50%, showcasing resilience after geopolitical shocks.

Tensions between India and Pakistan have escalated following an attack in Kashmir. Indian defense companies have seen a rise in market value. The increase is over $5 billion since the April 22 attack. A custom gauge of 10 Indian defense companies has gained about 5%. India conducted military strikes against Pakistan. Pakistan claims to have shot down five Indian jets.

Following India s strike on terror hubs, Pakistani markets plunged, reflecting economic vulnerabilities. Conversely, Indian markets initially dipped but quickly recovered, buoyed by strong investor confidence and robust economic prospects. The divergence highlights differing perceptions of risk and resilience between the two economies, with India seen as a stable haven and Pakistan grappling with economic challenges.

Kotak AMC s Nilesh Shah notes that global support and potential US warnings have eased market concerns following geopolitical tensions. Strong FPI inflows, returning sooner than expected, and robust domestic flows are driving the market s upward trend. The Indo-UK FTA, which opens up UK export markets, further boosts market confidence, overshadowing potential worries.