Foreign institutional investors (FIIs) have shifted their strategy in India, showing signs of renewed interest in Indian equities with significant net buying on March 21. Improved domestic fundamentals such as growth pick-up and declining inflation, along with positive sentiment in the debt market, are influencing this change.
Indian consumption sector’s defensive shield cracks — can this rare 20% slide unlock an entry point? Motilal Oswal weighs in
Motilal Oswal noted that the consumption sector’s underperformance—nearly 900-600 basis points below the Nifty100—presents attractive entry opportunities in certain stocks. The firm highlighted Page Industries,