Japanese retail investors have pulled back from Indian funds for the first time in six years, leading to significant outflows from Indian markets. This shift, combined with record inflows into US funds, signals a cooling of foreign investor sentiment towards India. The weakening yen and rising appeal of US assets have contributed to this trend.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary
June 13, 2025