New Delhi, April 6 -- A recent report by DSP Mutual Fund is signalling a subtle but important shift in how the market is being read at a time when most investors are still unsure whether the correction has further to go.

"We are dropping our conservative stance on equities," the fund house said in its April 2026 Netra report, adding that the current phase "is suitable for adding equity exposure in moderate proportions."

That change in stance matters. Not because it marks a clear bottom, but because it suggests that the balance of risks is no longer worsening. For months, the dominant narrative was simple: valuations were too high, liquidity was selective, and the margin for error was thin. That argument is now beginning to weaken.

The ...