Samvitti Capital’s S Prabhakar Kudva suggests Indian equities are consolidating after a strong rally, anticipating the next bullish phase post-September 2025. He emphasizes mid and small-caps’ growth potential, robust domestic liquidity, and possible FII inflows amid shifting global dynamics. Kudva highlights key sectors like Pharma, Auto Components, and Defence, viewing the current market as ideal for stock pickers.
Why FIIs are dumping bluechips to hunt small & midcaps
Foreign institutional investors are shifting their focus from India’s top blue-chip stocks to a wider array of mid- and small-cap companies. This strategic repositioning is