Solid take on how the domestc capital story gets overlooked when people fixate on FPI flows. The SIP financialization trend is genuinely structural and not talked about enough outside India circles. What stands out is the absorbtive capacity point because even with that IPO deluge the market didnt implode.
I was wondering why Indian market wasn’t growing despite being a top 4 GDP growing and fastest growing country in the world. However, I think I overlooked the AI narratives, and geopolitical issues.
Solid take on how the domestc capital story gets overlooked when people fixate on FPI flows. The SIP financialization trend is genuinely structural and not talked about enough outside India circles. What stands out is the absorbtive capacity point because even with that IPO deluge the market didnt implode.
I was wondering why Indian market wasn’t growing despite being a top 4 GDP growing and fastest growing country in the world. However, I think I overlooked the AI narratives, and geopolitical issues.
Loved your organized thought. ☺️
Nifty 50 seems fairly valued, small caps and mid caps are still above that zone