Market benchmarks started the week of **February 9, 2026**, on a strong note, fueled by a historic **India-US trade deal** and robust global cues. The **Nifty 50** opened at **25,888.70**, climbing **0.76%**, while the **BSE Sensex** rose to **84,022.17**, a gain of over **440 points**. Banking and financial services are leading the charge, with the **Bank Nifty** surging **1.14%** to surpass the **60,800** mark. This momentum follows the **RBI's** decision to hold the repo rate at **5.25%**, providing a stable backdrop for corporate earnings and credit growth. Veteran investor Vijay Kedia continues to advocate for a "buy right and sit tight" approach. His strategy centers on the **SMILE** framework: **S**mall in size, **M**edium in experience, **I**ntelligent in management, and **L**arge in aspiration, with an **E**xtra-large market potential. Kedia emphasizes that while traders must react to daily market noise, long-term investors should focus strictly on earnings power. He views investing as a marathon, requiring the patience to wait for a company to hit its specific inflection point before value is truly unlocked. His current portfolio, valued at approximately **₹1,348 crore**, reflects a strategic pivot toward India's green energy transition and digital infrastructure. New entries in his holdings include cybersecurity and technology firms, alongside established positions in engineering and specialty chemicals. **Atul Auto** remains a cornerstone of his portfolio, representing a **20.91%** stake valued at nearly **₹231 crore**. Other significant holdings include **Neuland Laboratories**, **Elecon Engineering**, and **Sudarshan Chemical**, which recently expanded its global footprint through major international acquisitions. Sector rotation is currently visible as investors shift toward "sunrise" industries. The **Budget 2026** initiatives have placed a heavy focus on semiconductors, data centers, and high-speed rail, sectors where Kedia seeks out under-the-radar companies before they reach mainstream valuations. The broader market sentiment remains risk-on, supported by a significant reversal in foreign institutional investor (FII) activity. FIIs have turned net buyers, injecting over **₹1,950 crore** in recent sessions, which has helped the **Sensex** maintain its position above the critical **83,500** level. Despite the optimism, volatility remains high following the budget session. While large-cap indices have stabilized, mid-cap and small-cap stocks are outperforming, rewarding disciplined investors who prioritize business fundamentals over short-term price fluctuations. The focus for the remainder of the quarter is on corporate earnings and the realization of infrastructure projects. Success in this environment relies on identifying companies with strong management integrity and the capacity to scale within India's expanding manufacturing and digital ecosystems.