FII flows poised for comeback as India’s wall of worry turns into a low fence, says Alok Agarwal

FII flows poised for comeback as India’s wall of worry turns into a low fence, says Alok Agarwal

FII sentiment toward India is showing signs of revival, says Alok Agarwal, Head – Quant and Fund Manager at Alchemy Capital Management. With macro stability, easing global uncertainties, and improving earnings visibility, Agarwal believes the “wall of worry” for Indian markets has now shrunk to a “low fence,” setting the stage for renewed foreign inflows. … Read more

Real estate upcycle: Possibly morphing into consumer discretionary

Real estate upcycle: Possibly morphing into consumer discretionary

FY24 was an interesting year with strong gains across markets caps and sectors. While the Nifty 50 Index was up 29%, the Midcap Index was up 60%, the Smallcap Index was up 70%, Nifty 500 Index was up 39%. The best performing sector was Realty, with the Nifty Realty sector gaining 133%, coincidentally this was … Read more