Ashish Gupta of Axis Mutual Fund notes India’s market underperformance compared to global peers despite a global equity rally. While foreign flows have turned positive since April, they remain modest. Gupta emphasizes the need to monitor economic indicators, especially the impact of macro events like tariffs, to gauge future market direction.
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