Understanding foreign investor moves and what they signal for stock prices
Very well explained article giving lot of insight π
Thank you...Happy to hear it added value π
Great article Smita, This concept is new for me...
Thank you..glad you liked it. Todayβs article is about debt. I think you will find that helpful π
Thank youπ
Indian equity valuations are already elevated - Future returns will depend more on earnings growth.
Not only FII selling, even the promoters selling knowing that their own company is overvalued.
Example : Airtel, Indigo, Bajaj Fin Serve, Bajaj housing finance, etc...
What brings FIIs back ?
Clear earnings recovery.
Balanced global narrative on AI.
Growth momentum visibility.
Out of the 50 Nifty 50 stocks
20 Stocks P/E is above 50.
Fair point. When valuations are stretched, liquidity can only do so much; earnings have to justify prices.
Thanks for this it is very knowledgeable
Thank you... I am glad you found it helpful π
Very well explained article giving lot of insight π
Thank you...Happy to hear it added value π
Great article Smita, This concept is new for me...
Thank you..glad you liked it. Todayβs article is about debt. I think you will find that helpful π
Thank youπ
Indian equity valuations are already elevated - Future returns will depend more on earnings growth.
Not only FII selling, even the promoters selling knowing that their own company is overvalued.
Example : Airtel, Indigo, Bajaj Fin Serve, Bajaj housing finance, etc...
What brings FIIs back ?
Clear earnings recovery.
Balanced global narrative on AI.
Growth momentum visibility.
Out of the 50 Nifty 50 stocks
20 Stocks P/E is above 50.
Fair point. When valuations are stretched, liquidity can only do so much; earnings have to justify prices.
Thanks for this it is very knowledgeable
Thank you... I am glad you found it helpful π