Foreign money may shift toward banks and industrials
In short
Manishi Raychaudhuri of Emmer Capital Partners said foreign money may move toward banks and industrials as markets change. He also said AI disruption leaves Indian IT services with an uncertain outlook.
This matters for investors watching sector rotation in India.
What the reporting says
Manishi Raychaudhuri, Chief Executive Officer of Emmer Capital Partners, said foreign money may favour beaten-down banks and industrials as market leadership shifts.
Why it matters
Manishi Raychaudhuri of Emmer Capital Partners said foreign money may favour beaten-down banks and industrials as market leadership shifts.