Stocks to Buy | Dhiraj Agarwal on why this is a stock picker’s market, not an index game – US Markets Defy the Headlines

By Ajay ji Jun 26, 20250

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Currently, the market is witnessing strong supply as well as healthy flows. While it’s impossible to predict liquidity trends, Dhiraj notes that if market sentiment stays upbeat, mutual fund inflows—which have recently dipped to ₹20,000–25,000 crore a month—could climb back to ₹40,000–45,000 crore. On the supply side, FY25 is expected to see slightly lower overall equity issuance compared to the massive levels seen in FY24.

Ajay ji

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