Since couple of days, large cap started to outperform the broader markets. What this means?
The movement of the market is real and sustainable! The investors should start realising the value of long underperforming large caps - JKH, Dial, DFCC,..etc. This will drive the market substatially up - probably breaking new barriers.
Having said that, its not that there are no risks.... Inflation is a key risk among them. However, the recent GDP number shows that that North East is fast integrating with rst of the economy , and fundamntals looks very strong... going forward we can expect similar GDP nos at least for next 2-3 years minimum. If GOSl manages macro issues well, the sustainbility is not an issue.
Since large caps has taken the lead, we will probably see a bull run!