The increase in the index this time was mainly supported by banking issuers with high liquidity. Investors assess that the position of the financial sector is relatively safe after domestic inflation data did not provide any surprises and opened up space for stability in short-term interest rates.
Energy stocks are also maintaining momentum because commodity prices have not shown a deep correction. However, brokers see that movements in this sector remain sensitive to changes in global fund flows and the position of the US dollar.
In the short term, analysts assess that the support area remains maintained as long as transaction volume in big cap stocks does not weaken sharply. The opportunity for further strengthening is still open, but sector rotation is expected to remain aggressive.