FII flows: Bond inclusion positive for banks; return of FII flows to benefit private banks: Pranav Gundlapalle, Sanford C Bernstein

FII flows: Bond inclusion positive for banks; return of FII flows to benefit private banks: Pranav Gundlapalle, Sanford C Bernstein

Pranav Gundlapalle, Senior Research Analyst, Sanford C Bernstein, says expects private sector banks to outperform the public sector banks from now onwards, both in terms of the EPS growth numbers or even the fundamental metrics. What has not helped them from a stock price perspective has been the foreign outflows. So, with FII inflows potentially … Read more

Top Indian funds dust off playbooks ahead of index inclusion

Top Indian funds dust off playbooks ahead of index inclusion

As a pivotal year for India’s bond market gets underway, its top money managers are debating the best way to position for inflows that may hit $40 billion, according to some estimates. Aditya Birla Sun Life Asset Management prefers government bonds with maturities of seven to 14 years, while Bandhan Asset favors securities that have … Read more