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ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash Agarwal

While foreign institutional investors (FIIs) have remained net sellers over the past two years amid Indias premium valuations and an earnings slowdown, Avinash Agarwal, Senior Vice President & Head – Equity at Bandhan Life, believes the tide could turn as India offers a diverse pool of large companies with consistent growth and greater earnings visibility.

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economictimes.indiatimes.com

thehindubusinessline.com

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AI · summaries

economictimes.indiatimes.com12 g fa

ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay Bembalkar

Nifty enters 'very attractive' zone as earnings resilience and capex revival improve risk-reward; FY26 listed capex hit Rs 12.6 lakh crore. For tech-stack decisions, the shift matters: returns will come from earnings delivery, not valuations—anchored on data-centre and GPU spending, export positioning, and energy infrastructure capex.

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thehindubusinessline.com9 g fa

FPIs are back: Strong earnings, stable rupee and robust IPO market attract foreign capital

Foreign portfolio investors are returning to Indian equities, driven by strong earnings, currency stability, and a robust IPO market.

Timeline cronologica

giovedì 20 agosto 2026·economictimes.indiatimes.com
ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay Bembalkar
Despite muted foreign flows and persistent geopolitical uncertainties keeping a lid on the broader market, corporate earnings have remained encouraging and several manufacturing…
sabato 22 agosto 2026·economictimes.indiatimes.com
ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash Agarwal

ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay Bembalkar

FPIs are back: Strong earnings, stable rupee and robust IPO market attract foreign capital

Timeline cronologica

ETMarkets Smart Talk | Nifty enters ‘very attractive’ zone as earnings improve: Union AMC’s Sanjay Bembalkar

ETMarkets Smart Talk | India’s diverse earnings story could bring FIIs back: Bandhan Life’s Avinash Agarwal

FPI return to India may be tactical, not structural yet: HSBC MF’s Venugopal Manghat

FPIs are back: Strong earnings, stable rupee and robust IPO market attract foreign capital