FPIs stay bullish on growth stocks, cut defensive bets a bit

June 10, 2024

Foreign portfolio investors have been selling Indian shares ahead of the elections, focusing on growth stocks over defensive ones. Data from NSDL shows a decline in FMCG and IT sector weightage in FPIs’ equity folio.

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Earnings downgrade cycle largely over, no major cuts expected from Q3 onwards: Pawan Parakh

I strongly believe that earnings misses have largely bottomed out in Q2. If we look at corporate India’s performance, two sectors have disappointed slightly. First

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ETMarkets Smart Talk: India in a multi-year bull market despite slowdown and FII exits, says Rajesh Bhatia

However, we remain optimistic about the long-term outlook and believe that India is still in a bull market. We believe that India has entered a

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