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MANISHI RAYCHAUDHURI : Feeling Slightly Circumspect About The Indian Markets MANISHI RAYCHAUDHURI : May See Some Earnings Upside In H2FY18 MANISHI RAYCHAUDHURI : Many Investors Will Find A Better Buying Opportunity Post Some Correction MANISHI RAYCHAUDHURI : Avoiding Pharma Sector In The Model Portfolio For The Last 1 Year MANISHI RAYCHAUDHURI : Have Cut Down Exposure Towards Indian I.T. By 50% MANISHI RAYCHAUDHURI : Indian I.T. Companies Need To Make Some Structural Changes To Better Margins

Fund Inflows A Tricky Call: Sanjeev Prasad


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September 11: The overall global market environment is not supportive of inflows into emerging markets, says Sanjeev Prasad of Kotak Institutional Equities. He points to the $9 billion in outflows in debt versus $3 billion in equities in the past three months, to reiterate that FIIs tend to stay longer in equities. However, with the Fed set to start tapering its quantitative easing, the government must focus on increasing FIIs into India with reforms, he says.