CLSA ON INDIA STRATEGY

• FIIs sold most of what they had bought in the previous two months; domestic mutual fund inflows rebounded. • FII selling of $4.1 billion equated to 84% of inflows seen in the prior two months. • Heavy selling by active funds was only partly offset by passive inflows. • FIIs increased weight in Financials, Energy, IT and Autos. • Exposure reduced in Consumer Discretionary ex-Autos and Healthcare.

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