FII flows could return in 2026, markets not pricing in the upside yet: Vikas Khemani
While everyone's busy fretting about today's market wobble, Vikas Khemani drops a pearl of wisdom: FII flows might make a grand comeback in 2026, and apparently, the market's still too engrossed in its instant gratification habit to notice the impending party. It seems we're collectively squinting at the pebbles while a gold mine awaits just around the bend. Perhaps it's time to swap our magnifying glasses for a telescope, lest we miss the real upside trying to sneak in the back door.
This forward-looking perspective isn't just wishful thinking; it stems from a grounded strategy where seasoned investors are sidestepping broad market themes in favor of meticulous, bottom-up stock selection amidst current consolidation. Khemani, for instance, finds compelling stories in PSU banks and IT services, championing their long-term earnings growth potential and attractive valuations. The expectation is that improvements in these foundational sectors, driven by solid fundamentals, will eventually beckon foreign institutional investors back into the fold, albeit with a slight delay before the broader market truly catches on.
