Bandhan Life Expects FIIs To Return To Indian Markets
· Business · Economic Times, LiveMint
Avinash Agarwal, head of equity at Bandhan Life, expects foreign institutional investors to return to Indian markets as the country offers consistent growth and high earnings visibility. FIIs have been net sellers for the past two years, largely due to high valuations and a global focus on the AI sector. Agarwal notes that the cooling of global AI trade and stronger-than-expected Q1 results have improved India's relative attractiveness. He anticipates that India will maintain its valuation premium compared to other emerging markets. Opportunities are currently seen in large private banks, select consumption stocks, and specific mid- and small-cap segments.
Why it matters
A return of foreign institutional investment could provide significant liquidity to Indian equity markets, potentially supporting sustained price momentum for large-cap and consumption-focused stocks.
Read the original report — Economic Times
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