In the latter half of May, foreign funds favored telecom, services, capital goods, and consumer goods, with telecom experiencing significant inflows due to the Singtel-Bharti Airtel deal. Conversely, IT saw the largest outflows amid concerns about the US economy and geopolitical shifts. Investors realigned portfolios, recognizing unwarranted sell-offs in services and FMCG sectors due to a rural demand pickup.
Monitoring monetisation targets: A scalable InvIT approach
Facing fiscal challenges, the government can leverage Infrastructure Investment Trusts (InvITs) and Real Estate Investment Trusts (REITs) to meet disinvestment targets. State governments can pool
April 25, 2026