The exodus of FPIs from the Indian equity markets continues as they pulled out Rs 21,272 crore in the first two weeks of this month, driven by global tensions after the US imposed tariffs on imports.
Market participants should brace for a phase where easy returns from broad themes may fade. Selectivity, precise bet sizing, and a sharp bottom-up approach will
Investors are reassessing dominant themes like AI, finding comfort in resilient US economic fundamentals and a selective outlook for India. While the AI trade faces
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