F&O Talk | Sudeep Shah on why cash market trades better versus derivatives, for now. Strategy on HEG, IDBI, 4 more stocks

The Nifty has plunged over 9% in March, driven by global events and concerns about earnings. Analyst Sudeep Shah of SBI Securities suggests caution and risk management due to the volatile market environment. He recommends investors focus on relative strength within sectors like CPSEs and avoid F&O products due to their amplified risk during volatility. While some stocks like HEG, Emcure, and Triveni Engineering have performed well, FirstCry, IDBI Bank, and Lodha have struggled. Shah advises a "sell on rise" strategy for Bank Nifty as it continues to underperform.