NOMURA ON INDIAN STOCK MARKET – EXPECTS FII INFLOWS TO REVIVE

• Nomura's Saion Mukherjee expects foreign institutional investor (FII) flows to recover as corporate earnings improve. • FII selling may be nearing its peak, with valuations below post-pandemic averages. • Q2 FY27 earnings have been robust so far, indicating a strong cyclical upswing. • Low earnings expectations and easing headwinds could attract foreign investors. • Domestic demand remains resilient, supported by strong revenue growth across sectors. • EBITDA margins face some pressure due to higher commodity prices.

← Back to feed