Deepak Gupta sees exporters and FII inflows improving
In short
JM Financial AMC’s Deepak Gupta said exporters could do better as competitiveness improves. He also said foreign investor money may come back in the next 2 to 4 quarters if earnings and margins stay steady.
This matters for exporters and stock flows into the market. The report does not say what he expects from RBI policy, hospitals or insurance in detail.
What the reporting says
Deepak Gupta of JM Financial Asset Management said exporters may benefit as competitiveness improves and that FII inflows could recover over the next 2 to 4 quarters if earnings and margins stay stable. The commentary also covered RBI policy, hospitals, and insurance, but the available summary did not state his exact views on those segments. The immediate market consequence remains uncertain.
Why it matters
Deepak Gupta, Head of Research and Senior Fund Manager at JM Financial Asset Management, said exporters could benefit from improving competitiveness and that FII inflows may recover over the next 2 to 4 quarters if earnings and margins remain stable. The summary also mentions RBI policy, hospitals, and insurance, but gives no specifics. No concrete market move was reported.