Mutual funds increased their stake in Delhivery, FSN E-Commerce Ventures, One97 Communications, PB Fintech, and Zomato in the last quarter, while FIIs reduced stake in Delhivery, FSN E-Commerce, Paytm parent, and PB Fintech.
HDFC Bank has more re-rating potential than ICICI Bank: Santanu Chakrabarti, BNP Paribas
Headline inflation in India also remains fairly benign with persistent inflation pockets like vegetable prices unlikely to be materially influenced by monetary policy. All in