Public Sector Undertaking banks are now favourites. Foreign Institutional Investors and Domestic Institutional Investors are showing increased interest. FII stakes in PSU companies rose to 18.1% by March 2025. DII stakes also hit a high of 18.8%. FIIs reduced exposure in private companies. DII holdings in private companies increased. BFSI is a key sector for FIIs.
Largecaps showing no fundamental change despite market bounce: Nischal Maheshwari
Investors are closely watching sectors like banking, manufacturing, auto distribution, and aviation after a recent rate cut. Analysts see temporary margin pressure for banks and