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SBI, Reliance Industries, TCS and Larsen and Toubro will remain the key large-cap names investors watch if the RBI-policy and F&O-framework volatility persists.

This is a clean snapshot of where large-cap money is flowing in India right now. It also shows that policy changes are still moving markets even when the broader tape is positive.

The weak jobs print will keep rate-cut speculation alive and pressure Treasury yields lower unless the next labor data reverses the trend.

This is the cleanest macro-market read in the batch and it connects directly to the Fed path. It also sits alongside the oil shock story, making the market reaction more interesting than a standalone jobs print.