FPIs have driven Sensex above 80,000, capitalizing on 7.2% GDP growth projections and fiscal prudence. The brief pullout is seen as temporary. Large caps gain focus amid rising valuations. Policy continuity, budget reforms, ministry formation, and positive monsoon prospects improve earnings visibility, enhancing India’s appeal to FPIs for sustained investment.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a