The China plus one strategy encourages diversification of suppliers due to geopolitical risks, which benefits Indian companies across various sectors. In pharma, both traditional and CDMO segments show opportunities. The industrial sector grows more attractive as interest rates drop and currency stabilizes. The strategy also provides a competitive edge to Indian exporters facing Chinese competition.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is
May 25, 2026