On longer-term structural side, Goldman Sachs overweight on India & Indonesia: Sunil Koul

Sunil Koul of Goldman Sachs says FIIs are shifting focus towards China, causing outflows from India. FII allocations in India are still at 11-year low. However, strong Indian fundamentals are counterbalancing the outflows and there is a positive outlook post-election. DIIs are stabilising the market as emerging market appear attractive for investment.

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2 top stock recommendations from Vinay Rajani

Vinay Rajani of HDFC Securities suggests caution despite the recent market rebound, noting uncertainty persists. He identifies FMCG and NBFC sectors as showing potential, with

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