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.
Rupee at risk? BOP pressure, oil shock and capital flows hold the key, says Rahul Bajoria
The Indian rupee faces potential weakening to 94 against the US dollar by mid-2026 due to rising oil prices and a widening current account deficit.