FII outflow from financial stocks was Rs 3,549 crore during September 15 to 30 and Rs 1,231 crore during October 1 to 15. As of June, FII ownership in Industrial stood at 8.2 percent, about 1.8 percent higher than industrials weightage in MSCI India
Vora s key recommendations include sectors such as power, renewables, real estate, and more, given growth potential and resilience amid economic uncertainties.
Indian mutual funds up govt bond buying, bet on medium-term gains zawya.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from zawya.com Daily Mail and Mail on Sunday newspapers.
"Benchmark yield is seen in the 7.32%-7.42% band, and mutual funds have added, but still some amount of tactical positioning is possible. This is also a good time to add positions gradually," said Dhawal Dalal, chief investment officer - fixed income at Edelweiss Asset Management.