ETMarkets Smart Talk: FIIs rotating to midcaps shows smart money chasing growth, says Aamar Deo Singh of Angel One

September 3, 2025

Aamar Deo Singh from Angel One highlights the market rally fueled by GST reforms and potential US Fed rate cuts. FIIs are shifting from largecaps to mid and smallcaps, targeting growth sectors like consumer discretionary and financials. Emerging themes such as AI, data centers, and semiconductors present long-term wealth creation opportunities in India.

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