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Market Makers: Market Performance Weak Since October 2021. Q1 Earnings Were Largely Inline. No Major Upgrades Or Downgrades. Avoid Metals Owing To Cyclicality. Selectively Bullish On Consumer Discretionary. Like United Spirits In Discretionary Space. See Momentum This Festive Season. Bullish On Titan and Trent. Breadth Of The Rally Has Been Pretty Good. Rise in market form October 2021 will look less spectacular. The Market has broken out of a long consolidation phase. FY23 was a tough year from earnings perspective. Financials: The Only Sector to witness strong earnings. Rate cuts might have been delayed, but it has peaked. Watch Hiren Ved, Whole-Time Director & CIO, Alchemy Capital Management in conversation with Nikunj Dalmia on Market Makers on ET Now. Fund Manager disclosure: • The fund manager, relative or associate may have financial interest in the subject company • The fund manager, relative, associate or Alchemy, may have an actual or beneficial ownership of 1% or more or long/ short positions in the subject security(ies) for himself or for the clients. • The fund manager or associate may have received compensation or other benefit in the subject security(ies). • The discussions shall not be relied upon as advisory or decisions to buy or sell any securities. #hirenved #marketmakers #nikunjdalmia #indianmarket #globalmarket #etnow Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com