Market Rally Surges: Commodity Boom Fuels Confidence, What's Your Next Move?

• Market rally continues with daily logical stop-loss; FII data shows nominal selling despite volume pickup.
• Commodity super cycle confirmed: Gold, silver, copper (crossed $13,000) and crude oil surge due to US action in Venezuela.
• Q3 updates are mixed but generally decent, with Kotak Bank and Axis Bank showing good loan/deposit growth, while IndusInd Bank is weak.
• Strategy: 'Buy on dips' for Nifty; focus on commodity stocks for momentum and bank/auto/NBFCs for portfolio stability.
• Nifty expected to reach 30,000 this year; US market's high valuation is the main risk.

Why It Matters: Market confidence grows amid commodity super cycle and decent Q3; 'buy on dips' strategy advised.