fii selling: JP Morgan’s Rajiv Batra on why FIIs are selling and how to position portfolio now

fii selling: JP Morgan’s Rajiv Batra on why FIIs are selling and how to position portfolio now

Rajiv Batra, Head of Asia Pacific ex JP/CN, Equity Strategy and Head of India & Southeast Asia Equity Strategy, JPMorgan, says if one assumes policy continuity as the present dispensation is expected to come back to power, then one should keep positioned in a barbell manner. Invest in some safe and secured sectors like healthcare … Read more

premiumisation: 4 sectors that can be beta plays with more premiumisation opportunities: Harsh Gupta Madhusudan, NSE Gift City

premiumisation: 4 sectors that can be beta plays with more premiumisation opportunities: Harsh Gupta Madhusudan, NSE Gift City

Harsh Gupta Madhusudan NSE Gift City, says FIIs have been unable to topple the Indian market and as soon as the FII headwind becomes a tailwind, that is where the real equity party in India will begin. For that to happen, it is just a matter of a few months at most because it is … Read more

FIIs | FII outflows: On longer-term structural side, Goldman Sachs overweight on India & Indonesia: Sunil Koul

FIIs | FII outflows: On longer-term structural side, Goldman Sachs overweight on India & Indonesia: Sunil Koul

Sunil Koul, Executive Director (Asia Pacific Portfolio Strategy, Global Macro Research), Goldman Sachs, says: “We have a barbell approach within the market. We have bets which we like from a more tactical value side of things, so we are overweight China A-share markets, we are overweight some of the North Asian markets which includes Japan … Read more

F&O stocks to buy: F&O stocks to buy today: Wipro, ITC among top 9 trading ideas for 8 May 2024

F&O stocks to buy: F&O stocks to buy today: Wipro, ITC among top 9 trading ideas for 8 May 2024

Indian market is expected to consolidate on Wednesday tracking mixed global cues. The Nifty future closed negative with losses of 0.78% at 22375 levels on Tuesday. India VIX was up by 2.71% from 16.60 to 17.05 levels. On the weekly options front, the maximum Call OI is placed at 22500 and then towards 22800 strikes … Read more

F&O stocks to buy today: Hindalco, NHPC among top 10 ideas for 7 May 2024

F&O stocks to buy today: Hindalco, NHPC among top 10 ideas for 7 May 2024

Indian market is likely to consolidate on Tuesday tracking mixed global cues. The Nifty future closed negative with losses of 0.05% at 22563 levels on Monday. India VIX was up by 13.54% from 14.62 to 16.60 levels. On the weekly options front, the maximum Call OI is placed at 22800 and then towards 22700 strikes … Read more