Samvat 2082: Midcap stocks likely well-positioned for FII reallocation with strong risk-reward appeal
India's presence in EM indices has grown to 18%, but EM investment lags. With FII selling slowing, mid-caps may attract renewed interest. Positive GDP growth and stable inflation bolster the outlook, despite significant underweight in EM portfolios compared to historical norms.
India's presence in EM indices has grown to 18%, but EM investment lags. With FII selling slowing, mid-caps may attract renewed interest. Positive GDP growth and stable inflation bolster the outlook, despite significant underweight in EM portfolios compared to historical norms.
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