ETMarkets Smart Talk| Despite FII selling, smart money shifts to small and mid-caps, says Vivek Rajaraman
Published on: Aug. 25, 2025, 9 a.m. | Source: The Economic Times
Foreign investors are selling large-cap Indian stocks. They are reallocating to small and mid-caps. Domestic investors are supporting the market. Sectors like banks, infrastructure, and real estate may benefit from improved ratings. Business confidence is improving. US-Russia relations and GST reforms could influence investment. Consumption and defence sectors are also in focus.
