Why India remains an 'investment conundrum' for foreign investors
Though CLSA is bullish on India, the recent allocation reversal from China is more tactical amid enduring valuation challenges
Though CLSA is bullish on India, the recent allocation reversal from China is more tactical amid enduring valuation challenges
With July addition, total foreign portfolio investment (FPI) in Indian equities reached ₹11,163 crore in CY24.
Domestic and foreign investors cumulatively poured in ₹4.19 lakh crore in the Indian market in FY24, the highest inflow in history, to date
MSCI methodology makes India underweight in global indices. As a result, investors fail to capitalise on Indian equities.
Foreign portfolio investors have come back with a bang in the current financial year after being net sellers in the previous fiscal.
High FD rates along with a slower rural and global economy may emerge as the biggest threat to Indian equities in 2023.
Prashant Jain heads the largest equity portfolio among Indian AMCs. With equities on the boil, Jain dives into what he knows best—making sense of the market.
Liquidity has been the most important factor fuelling an exuberant rally. The critical question is whether it will sustain.
Rising inflation and firming bond yields in the U.S. push down Indian benchmark indices, causing a correction of around 6% from the latest life–highs of February 16.