The survey showed a net 63% of investors expect a weaker economy – the most pessimistic since December 2022. This has also led to the highest allocation to bond markets, which has seen a 9 percentage points month-on-month to a net 10% under-weight – the highest since March 2009.
FPI return to India may be tactical, not structural yet: HSBC MF’s Venugopal Manghat
Foreign investors are cautiously returning to Indian equities, but a durable FPI reallocation remains unconfirmed. HSBC Mutual Fund’s Venugopal Manghat highlights improving earnings, stable domestic