Market expert Sunil Subramaniam notes mixed signals regarding a potential trade deal between the U.S. and India, impacting market expectations. Domestic fund managers are cautious despite strong inflows, focusing on domestic sectors due to BTA uncertainty. Telecom sector bullish overall, but competitive dynamics make stock picking challenging.
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