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Capitalmind MF founder Deepak Shenoy says FII outflows, rising crude prices, and rupee weakness are driving India's market stress, but domestic institutional flows are providing a partial cushion. He recommends pharma stocks as a defensive position and urges investors to avoid reacting to short-term volatility.
Foreign portfolio investors sold ₹60,847 crore worth of Indian assets in April, driving the rupee to a low of ₹85 against the dollar. Heavy FPI selling raises import costs and pressures companies with foreign-currency debt. Whether outflows persist into May will shape the rupee's next move.
Saurabh Mukherjea contends India's 30-year IT-services growth model is ending, with rising inflation, a weaker rupee, and rate hikes set to pressure consumers and lenders. He sees global supply-chain shifts opening a manufacturing export window and new investment opportunities in export-oriented sectors.
Tag
Capitalmind MF founder Deepak Shenoy says FII outflows, rising crude prices, and rupee weakness are driving India's market stress, but domestic institutional flows are providing a partial cushion. He recommends pharma stocks as a defensive position and urges investors to avoid reacting to short-term volatility.
23d ago · 3 min · Markets
Foreign portfolio investors sold ₹60,847 crore worth of Indian assets in April, driving the rupee to a low of ₹85 against the dollar. Heavy FPI selling raises import costs and pressures companies with foreign-currency debt. Whether outflows persist into May will shape the rupee's next move.
2mo ago · 1 min · Markets
Saurabh Mukherjea contends India's 30-year IT-services growth model is ending, with rising inflation, a weaker rupee, and rate hikes set to pressure consumers and lenders. He sees global supply-chain shifts opening a manufacturing export window and new investment opportunities in export-oriented sectors.
2mo ago · 1 min · Economy
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