FII flows

ETMarkets Smart Talk | Financials offer comfort, while discretionary consumption a multi-decade story: Nitin Raheja

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ETMarkets Smart Talk | Financials offer comfort, while discretionary consumption a multi-decade story: Nitin Raheja

“We continue to believe that financials are currently the most attractively priced segment of the market today. The valuations in the sector clearly offer a margin of comfort,” says Nitin Raheja, Executive Director, Julius Baer India. In an interview with ETMarkets, Raheja said: “The other segment that we feel strongly about is discretionary consumption which … Read more

Samir Arora | SIP flows: Who says we don’t need FII money? Net monthly SIP flows not more than Rs 10K crore: Samir Arora

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Samir Arora | SIP flows: Who says we don’t need FII money? Net monthly SIP flows not more than Rs 10K crore: Samir Arora

Samir Arora, Founder, Helios Capital, says we cannot let go of pockets of flow by just believing that we are getting Rs 20,000 crore a month. The SIP numbers are good, but they are not what you think are. The actual net flows are not Rs 20,000 crore or more per month, they are only … Read more

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

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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

ETMarkets PMS Talk: We will see a strong build up for India as a single-country destination for FII flows: Tridib Pathak

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ETMarkets PMS Talk: We will see a strong build up for India as a single-country destination for FII flows: Tridib Pathak

“While FII flows will remain volatile, we think as time progresses, we will see a strong build up for India as a single-country destination for FII flows,” says Tridib Pathak, Executive Director and Portfolio Manager at Avendus Olivo PMS. In an interview with ETMarkets, Pathak said: “We like to identify ‘change’ in business fundamentals which … Read more

‘Expensive’ India lures investors avoiding China risks

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‘Expensive’ India lures investors avoiding China risks

The powerful rallies in Indian and Japanese equities as China’s market has slumped have reset Asia’s financial-market landscape, providing global investors with three competing poles for regional allocations. Even with China’s attractively low stock valuations, and Japan’s progress in improving corporate governance, almost half of 390 MLIV Pulse survey respondents selected India as the best … Read more

JPMorgan sees foreign investors flocking to Indian stocks after elections

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JPMorgan sees foreign investors flocking to Indian stocks after elections

Indian equities are poised to lure more foreign inflows after the general elections, with the economy’s promising growth prospects and the Federal Reserve’s rate cuts acting as catalysts. That’s the view from Rajiv Batra of JPMorgan Chase & Co., who says global funds’ positioning in India’s $4.3 trillion stock market remains light and investors will … Read more

Inflows into index-eligible Indian bonds set to hit $10 billion

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Inflows into index-eligible Indian bonds set to hit billion

Foreign inflows into India’s sovereign bond market are closing in on the $10 billion mark ahead of the country’s inclusion in the JPMorgan Chase & Co’s emerging markets debt index. Investments into index-eligible Fully Accessible Route bonds have risen by 812.18 billion rupees ($9.8 billion) since the announcement in September, data from the Clearing Corp. … Read more

Global funds are returning to China stocks: Morgan Stanley

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Global funds are returning to China stocks: Morgan Stanley

The report comes as China ramps up measures to boost confidence in its economy, with mainland stocks snapping a six-month streak of foreign outflows. The analysis shows the shift in flows may not be entirely due to Beijing stepping in to buy stocks via the “national team,” and could help allay some concerns over the … Read more

stock market outlook: Q3 earnings, global cues, FII flows among 8 factors to set trajectory for D-Street this week

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stock market outlook: Q3 earnings, global cues, FII flows among 8 factors to set trajectory for D-Street this week

MUMBAI: Despite some volatility, domestic equities clocked marginal gains in the week ended January 12, and benchmark indices scaled lifetime highs led by index heavyweights. While the overall trajectory for markets remains positive in the coming week, there are several factors that will decide the sustainability of gains. “The Q3FY24 earnings season will be the … Read more

The stars are aligned! Why FIIs will have to allocate more money to India

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The stars are aligned! Why FIIs will have to allocate more money to India

Nothing succeeds like success. Money begets money. These two sayings sum up the Indian story. It has been a dream run! India has been the best-performing large market in the world for the past 25 years, even in US Dollar terms. The only index with returns close to India is the Nasdaq, a higher-risk index … Read more