The market movement This last week can be explained quite clearly if you look at the streams. Mark expert Sunil Subramaniam In an interview with ET, now said that domestic institutional investors (Diis) consistent buyers have remained, even during volatility. The pressure comes entirely from foreign institutional investors (FIIs), whose sales this week was intensified […]
Sushant Bhansali, Ambit Asset Management, says that despite short-term challenges, the FMCG and consumer-discretionary sectors benefit from upcoming GST-eating, in particular on national-focused companies. Although short -term flows in the defense can be limited due to public finances, the long -term growth story remains intact. Market access is now favorable, supported by the demand from […]
Ashish Gupta, CIO, AXIS investment fund says that the markets of India can see in the next two months momentum if the dollar remains weak. The profit growth is modest, but could improve in H2. Domestic SIP streams remain strong, Fii’s Vleighig and IPO delivers heavily. NBFCs, consumer -discretionary, selected capital goods and electricity remain […]