We think that Chinese internet and India banks for example are not necessarily a zero-sum game where you have one you do not need to have any exposure in the other. They are not direct trade off and we can see a case where over the medium and long term both will drive ahead.
FIIs increase stake: 11 Nifty stocks rally up to 50% in FY27 so far
Foreign institutional investors raised their stakes in 19 Nifty 50 companies in the September 2026 quarter. Of these, 11 stocks have gained 10% to 50%