My Theory as to why we saw a fall

Not 100% sure, but a lotta factors did force our market down this week.. wanted to share & validate some of what i found Idk why but people are finding PSU bank deposits growth underwhelming.. which yes it is, but we were heading in this direction anyway with the enormous amt of debt we're throwing out + decrease in our gdp per capita growth rate last year as compared to '23-24. [https://economictimes.indiatimes.com/markets/stocks/news/psu-bank-stocks-fall-up-to-7-trail-overall-market-weakness/articleshow/115515230.cms?from=mdr](https://economictimes.indiatimes.com/markets/stocks/news/psu-bank-stocks-fall-up-to-7-trail-overall-market-weakness/articleshow/115515230.cms?from=mdr) \---------------------------------------------------------------------- Outflow of japanese money... cus of a "proposed" increase in interest rates from 0.25% - 0.5%. [https://www.reuters.com/markets/asia/boj-meets-final-rate-review-this-year-trump-risk-clouds-outlook-2024-12-18/](https://www.reuters.com/markets/asia/boj-meets-final-rate-review-this-year-trump-risk-clouds-outlook-2024-12-18/) \--------------------------------------------------------------------a-- [https://www.screener.in/company/CNXMIDCAP/?page=1](https://www.screener.in/company/CNXMIDCAP/?page=1) (CNXMIDCAP) [https://www.moneycontrol.com/indian-indices/nifty-midcap-100-27.html](https://www.moneycontrol.com/indian-indices/nifty-midcap-100-27.html) (NIFTY MIDCAP 100) mid/small/micro cap overvaluation since Q2 2024 has driven the index down, but stocks pumped. \------------------------------------------------------------------------ USDINR thing.. The dollar index is on some weird ahh movement rn, which tbh is unjustified.. its all in anticipation, and it should cool off imo * Increase in Dollar Index: 1.14 points (108.26 -->109.40). * USD/INR increased by 0.567 points ( 85.5330 --> 86.100). Compare this to USD/EUR, it saw an increase of >1%, more than the increase in USDINR this month. not gonna include JPY here cus of what happened in the last 6 months. This is bringing in a lot of unjustified inflow into the US cus of this strengthening from a lot of funds, resulting in fii selling pressure and dii 's sweeping this at cheaper, leaving us retailers hanging lmao. buying selling net purchase/sale DII \*\* || 10-Jan-2025 || 14,293.73 || 10,331.81 || 3,961.92 FII/FPI || 10-Jan-2025 || 10,097.02 || 12,351.70 || -2,254.68 \---------------------------------------------------------------------------------- Thoughts.. not too sure if I'm on the right track, but yeah.. holding onto my portfolio cus i feel it can recover in 6-12 months and give me a decent return also.. lets see ig