Sudip Bandyopadhyay highlights selective bottom-up investment opportunities in chemicals, defense, energy, retail, and telecom sectors amid market consolidation and improving corporate fundamentals. FIIs show early inflows, supporting a positive long-term outlook.
MSCI rebalancing on Monday: Adani Energy, Groww set for big inflows; RIL, Jio Financial may face outflows
MSCI’s latest rebalancing is set to drive heightened trading activity in several Indian stocks on Monday, with revised weights taking effect from September 1. The