Arun Patel suggests long-term investors maintain their positions amidst stable market conditions and strong Indian economic fundamentals. Domestic consumption is expected to drive growth in the second half of 2025, supported by falling inflation and accommodative RBI policies. Pharma, fintech, and quick commerce are highlighted as emerging sectors with significant potential for investors.
MSCI rebalancing on Monday: Adani Energy, Groww set for big inflows; RIL, Jio Financial may face outflows
MSCI’s latest rebalancing is set to drive heightened trading activity in several Indian stocks on Monday, with revised weights taking effect from September 1. The