It is important that investors remain more focused on domestic growth-focused themes rather than global themes at this stage, says Sandip Sabharwal. It is tough to build a bull case for IT although the stocks have underperformed significantly. Metals will have a subdued period for the next one or two years as global economies slow down.
FIIs cut stake in 10 smallcap stocks for 3 consecutive quarters; shares fall up to 70% in CY26
FIIs reduced stakes in 235 BSE smallcap companies for three consecutive quarters. Nine stocks suffered 50–70% declines in CY26, highlighting sustained foreign investor selling and