Foreign Portfolio Investors (FPIs) focused on selling financials and oil & gas stocks in 2024, resulting in significant sectoral outflows. Outlook for 2025 suggests moderate returns, with a focus on banking, pharmaceuticals, and FMCG amid India’s slowing economic growth.
AI chip rally faces reality check, but bubble fears may be overdone: Adrian Mowat
South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attributes the volatility to