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Ashutosh Bhargava says that it would be wrong to say election results will have no bearing on the market. The market is discounting continuity of the current regime and by no means is prepared for an alternative scenario. A low level of market volatility amidst ongoing pools reflects that. If consensus expectation turns out to be right and event risk is behind, one should expect return of FII flows. ....
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"Whether FII flows will remain subdued versus domestic flows is not a given phenomenon, as FII ownership in the Indian market has declined while India s weight in key global benchmarks has been rising steadily. Other than India s superior fundamentals, this could be another factor which would bring back sustainable FII flows in the coming quarters." ....
Strong bank balance sheets, a fresh start to the credit cycle, and reasonable valuations compared with the broader market present an opportunity for investors to allocate to this sector over the next six months, say wealth managers. ....
“Globally, data show that the worries related to hard lending and earnings which are coming, are turning out to be better than most people s expectations. We are going into 2024, which to my mind is going to be a relatively more boring, slow recovery kind of year for the global economy.” ....