Emkay Investment Managers’ Kashyap Javeri believes India’s sovereign rating upgrade and inclusion in global bond indices will attract significant foreign portfolio inflows, enhancing its standing among emerging markets. While short-term allocations depend on global factors, sectors with export exposure and companies benefiting from lower capital costs stand to gain. Automobile, CDMO Pharma, and capital goods sectors present exciting investment opportunities.
Ahead of Market: 10 things that will decide stock market action on Monday
Indian equities extended losses for a fifth straight session, pressured by elevated oil prices and persistent FII outflows. Despite intraday recovery, sentiment remains weak amid