scorecardresearchIndia best-performing EM; FMCG, consumption themes look good, says Vinod Nair of Geojit Financial Services

India best-performing EM; FMCG, consumption themes look good, says Vinod Nair of Geojit Financial Services

Updated: 17 Jul 2022, 09:44 AM IST
TL;DR.
  • Nair says the recent underperfrmance of Inidia is due to intensified selling by FIIs, moderation in domestic inflows, high valuation compared to others and global economic disruptions.
Nair believes FIIs will revert positively when the world economic environment improves, inflation forecasts substantially drop, the war ends, and after the enhancement in monetary policy.

Nair believes FIIs will revert positively when the world economic environment improves, inflation forecasts substantially drop, the war ends, and after the enhancement in monetary policy.