Although nifty is massively outperforming global peers, one point that we can all notice is the massive relative strength in bank nifty compared to nifty (bnifty is closing at all time high levels or at touching distance whereas nifty is 5% below its all time highs)
Is there any particular reason which we are missing or is it just a matter of sector rotation?
bcos of lower crude and inflation i thnk