The SOIC Podcast

Send us a text In this episode of SOIC, we do a complete top-down analysis of the Indian stock market. We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improving. We analyze B2G-linked sectors, EMS, solar, transformers, consumption, financials, and small caps, using valuations, market breadth, and cycle analysis. You’ll also learn how to spot opportunities during volatility, understand sector rotation, and prepare for t...