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India set to be a FPI hotspot in the second half! Infra, Realty, Capital Goods among the top choice; says Jefferies
Jefferies notes that foreign institutional investors are now targeting new opportunities in sectors like real estate, capital goods, and public sector undertakings (PSUs). The brokerage also observes that emerging market funds are currently "neutral" to slightly "underweight" on India due to high valuations.
Jefferies notes that foreign institutional investors are now targeting new opportunities in sectors like real estate, capital goods, and public sector undertakings (PSUs). The brokerage also observes that emerging market funds are currently "neutral" to slightly "underweight" on India due to high valuations.
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