Market Stress Rises: Mayuresh Joshi Recommends Selective Stock Picking Amid Nifty Weakness

• Indian markets show strain, with Nifty below long-term averages, while Bank Nifty holds up better.
• Mayuresh Joshi, Marketsmith India, notes rising 'distribution days' indicating institutional selling pressure.
• Global geopolitics and weak sentiment weigh on equities; Reliance Industries' weakness impacts Nifty.
• Joshi advises investors to focus on selective stocks and sectors, avoiding broad market calls.
• UPL added to momentum portfolio due to stable demand, benign input costs, and improving margins.

Why It Matters: Amid rising market stress and Nifty's weakness, Mayuresh Joshi advocates for selective stock picking.