Market Trend Broken, Not Weak! FII Selling Hits HDFC Bank; Focus Shifts to Momentum Sectors

• Market's medium-term trend remains strong despite last week's break and increased volatility due to FIIs' return and heavy selling.
• HDFC Bank saw significant delivery-based selling (83% of ₹5,000 Cr volume), with FIIs holding 46% and finding liquidity there.
• Donald Trump's tough stance on Russia sanctions targets major crude buyers like China, India, and Brazil, adding geopolitical uncertainty.
• Anuj Singhal advises shifting focus from high FII-holding stocks to momentum sectors like Auto, IT, Pharma, select NBFCs, and PSU banks.
• Nifty and Bank Nifty strategies outlined with key support/resistance levels; Bank Nifty shows resilience despite HDFC Bank's fall.

Why It Matters: Market trend broken but not weak; shift focus to momentum sectors and pre-budget themes amid FII selling.