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

Will Nifty make up for Friday’s loss? 6 factors to track this week

Will Nifty make up for Friday’s loss? 6 factors to track this week

After touching a fresh peak, Nifty ended last week marginally higher as earnings, Fed meeting and election-related speculations kept investors busy. While most sectors are contributing positively except for IT, banking performance is likely to heavily influence market sentiment, analysts say. “The rising VIX is indicative of potential volatility. Market can turn highly volatile in … Read more

Foreign funds: Foreign funds’ gross purchases top Rs 4 lakh crore in March, a record

Foreign funds: Foreign funds’ gross purchases top Rs 4 lakh crore in March, a record

With domestic money inflow outperforming the overseas in the past few years, the share of foreigners in India’s total market cap has consistently retreated from a peak of about 24-25%. Synopsis But that’s the seemingly outlandish threshold overseas funds were close to overhauling last month in gross purchases of Indian stocks – thanks to mouth-watering … Read more

FII: FII bulls find their way back to Dalal Street, pour in Rs 43,900 crore in 13 sectors

FII: FII bulls find their way back to Dalal Street, pour in Rs 43,900 crore in 13 sectors

MUMBAI – After being net sellers in the last two months, foreign portfolio investors made a comeback to Dalal Street in this month, as they poured in a whopping Rs 43,900 crore across 13 sectors in the first fortnight of March. About eight sectors received inflows of more than Rs 1,000 crore each, data by … Read more

Billions of FII dollars may chase Indian stocks in election season. Here’s why

Billions of FII dollars may chase Indian stocks in election season. Here’s why

There’s something about foreign institutional investors (FIIs) and election season. In all the last 5 election years, FII flows have been positive in the election quarter and, on an average, have improved in the next 3 months after the uncertainty eases. The impact of this seasonal trend can be already felt on Dalal Street this … Read more

Rs 30,000 crore boost! FII dollars chased 8 sectors in February, but one remained unlucky

Rs 30,000 crore boost! FII dollars chased 8 sectors in February, but one remained unlucky

MUMBAI – With the pace of selling by foreign portfolio investors slowing down significantly on Dalal Street in February compared to January, eight sectors got lucky to witness cumulative inflows of more than Rs 30,000 crore. However, the unlucky one was financial services, as stocks in this sector continued to be dumped by the big … Read more

Goldman Sachs added these 8 stocks to its India portfolio in Q3. Check details – Tracking Smart Money

Goldman Sachs added these 8 stocks to its India portfolio in Q3. Check details – Tracking Smart Money

Hindustan Unilever. Share Price 2421.55 03:59 PM | 28 Feb 2024 16.25(0.68%) Infosys. Share Price 1671.25 03:59 PM | 28 Feb 2024 7.66(0.46%) Tata Consultancy Services. Share Price 4118.95 03:59 PM | 28 Feb 2024 14.56(0.36%) Bharti Airtel. Share Price 1128.75 03:59 PM | 28 Feb 2024 1.25(0.12%) SBI Life Insurance Company. Share Price 1540.20 … Read more

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

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

Foreign Institutional Investors: CPI data, FII mood among 8 factors to drive D-Street this week

Foreign Institutional Investors: CPI data, FII mood among 8 factors to drive D-Street this week

After losses in the last week, the short-term trajectory of domestic equities is seen as weak, and investors may sit on the fence looking for fresh cues, as the earnings season draws to a close. Therefore, rangebound trade could be seen in indices in the truncated week ahead. The stock markets are closed on Tuesday … Read more