Selective Trading Seen in Large-Cap Stocks as Liquidity Remains Thin

📊 Investment Analysis 

Current market behavior reflects a shift toward selectivity rather than broad participation. Trading is concentrated in large-cap names with stable fundamentals, while the rest of the market remains range-bound.

Thin liquidity keeps moves contained on both the upside and downside, a pattern typically seen ahead of either a gradual liquidity return or a new external catalyst.

🎯 What should retail investors do? 

Short-term traders: Focus only on active names; avoid illiquid stocks.

Medium-term investors: Watch large-cap stocks that remain resilient; they may lead once liquidity improves.

Long-term investors: No strategy change; selectivity does not signal a broader trend shift.