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Market Pulse by Vish

Issue #88· Thu, 02 Jul 2026· After market close· NIFTY 24,176 +0.78%
Daily Market Recap

Neutral regime — reduce exposure, trade thinner, wait for clarity.

NIFTY 20d 24,176 +0.78%
BULL
SignalBUY
ConfluenceHIGH
3-GateNEUTRAL
N500 67.3% bull vs FII −256K short — GEX amplifies next break
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NIFTY closed at 24,176, up 0.78%, with max pain at 24,200, as SMA5 at 24,010 crossed above SMA50 at 23,830 but SMA20 at 23,765 remains below, indicating a tentative bullish MA structure led by price momentum. FII futures held net short at -256,900 contracts while DII added 64,596 longs, with GEX at ₹223Cr in the dealer pin zone, yet global headwinds from DXY up 1.27% over 20 days and a global score of 0 cap upside, while N500 breadth at 67.3% above MA20 and PCR at 0.96 reflect moderate unwind in a bull regime. Leading sectors like Pvt Banks and Realty contrast with IT and CPSE declines, but the headline neutral regime suggests reducing exposure, trading thinner, and waiting for clarity.

Smart Money Flow
FII Net Futures
−2.57L
20d trend · Strongly Bearish

▲ Shorts easing

DII Net Futures
+65K
20d trend

▲ Steady buying

Retail (Client)
+1.78L
20d trend
Pro Desk
+14K
20d trend
Options Landscape
PCR0.96 
Calls43%
GEX223 Cr
Max Pain24,200

PCR 0.96 — bearish lean. GEX 223 Cr. Gamma walls: upper 24,200 (CE), lower 24,000 (PE).

OI Vectors
ITM
▼ -13.11
ATM
▼ -18.69
OTM
▼ -40.59

STRONG BEAR. Institutional positioning signals directional intent in the dominant vector.

Breadth (2-Layer)
Nifty 500 Breadth
67.3%
336 bullish of 591 tracked · 20d trend

▲ Expanding — broad market

Nifty 50 Breadth
67.3%
336 bullish of 50 large caps · 20d trend

▲ Large caps bullish

⚡ The Tension

FII are net short ₹2.57L while DII absorbed +65K — a 3:1 institutional divergence with no clear resolution.

📍 Levels to Watch

24,200 — CE wall / gamma pin.

24,000 — PE wall. Close below triggers dealer selling.

23,830 — SMA50. First structural support.

23,765 — SMA20. Medium-term confirmation.

Regime Check
RegimeBULL
Breadth StateNARROW
BiasLONG
Confidence
89%
Volatility
11.1%
Conviction
HIGH

MA stack: SMA5 (24,010) / SMA20 (23,765) / SMA50 (23,830) — MA20 < MA50 < MA5.

Strategic Takeaway

Neutral — stock-specific alpha. Focus on CONVAIR LEADING signals only.

Intraday Positioning
FlowMODERATE UNWIND
MomentumSTABLE
StructureSTRONG BEAR
ATM Vector
-18.690
Call Pressure
43%
Put Pressure
56%

ATM net vector -18.69. ITM -13.11 confirms bearish positioning.

Strategic Takeaway

Bearish — hedge or exit.

Top Signals — CONVAIR Fusion
Today’s Picks · 5 of 5 MA-aligned
Fusionrvol20DMA
PHOENIXLTDRealty7.43.7×+16.4%▲▲ LEADING
CHOICEINFinancial Services7.272.9×+16.2%▲▲ LEADING
AIILFinancial Services7.081.4×+15.9%▲▲ LEADING
ZYDUSWELLFast Moving Consumer Goods7.079.5×+18.6%▲▲ LEADING
SOLARINDSChemicals7.050.9×+2.0%▲▲ LEADING
Strategic Takeaway

Confirm entries with rvol > 1.5×. All signals require dual-timeframe MA alignment.

Global Context
Global Score+0 (Neutral)
PostureBalanced
StateMixed Globe · Nifty Resilient
Risk Momentum
2/4 positive
DXY 20d
+1.27%
Nifty vs World
+2.03%
Nifty Global Rank
#1 of 10

1=best performer · Nifty highlighted

2/4 of SPX/NDX/DAX/NKY positive 20D. DXY 20D return: +1.27%.

Nikkei 225-2.47%
FTSE 100+1.78%
DAX+2.2%
Nifty 50 ▶+0.71%
S&P 500+0.25%
Nasdaq-0.2%
Hang Seng+0.76%
Crude Oil-1.18%
Gold+1.66%
Strategic Takeaway

Global score +0 (Neutral). Macro neutral — follow domestic signals.

Sector Rotation
▲ Leadership
Pvt Banks+7.7%Score 65.8
Realty+14.3%Score 63.2
Media+6.9%Score 62.8
↻ Accumulating / Reversing
Energy-1.2%Score 41.0
Metals-7.6%Score 29.8
Commodities-3.4%Score 25.6
Regime changes since yesterday 1
CPSEValue ContraDeclining
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