'Within the EM pack, barring high valuation, India's fundamentals are superior. But if oil prices spike further, we might see another round of sell-off in India', said Gohil
Barring the past few months, small-cap and mid-cap funds outperformed significantly, compared to other categories until the start of calendar year 2022
These include capital goods, public sector banks, automobiles, oil and gas and utilities
Given the macro headwinds - the need to tighten monetary policy combined with the risk of a much higher oil price, are the key reasons Wood has been in no hurry to add to the 'overweight' position
Persistent foreign capital outflows also dented investor sentiment, forex traders said
Our global desk currently maintains an 'overweight' rating on India with a Sensex target of 66,000
Business Standard's Puneet Wadhwa speaks to Dan Fineman, Co-head of APAC Equity Strategy at Credit Suisse on the extent to which the markets are pricing in the negatives, and his investment strategy
Dan Fineman, co-head of Asia Pacific, Securities Research, Credit Suisse, says the brokerage would like to upgrade India if an opportunity arises
Equities as a percentage of households net worth has risen to an all-time-high as of March 2022
The Government Pension Fund Global, Norway's $1.4-tn sovereign wealth fund that holds 1.3% of all the world's listed companies and is the largest in the world, raised its Indian bets last year
FIIs have now been net sellers in the Indian equities market for more than 5 months in a row, the brokerage said, referring to National Securities Depository data
Many fear that the high commodity prices would lead to further pressure on inflation and boost prospects of stagflation
These funds had, on an average, generated returns of -7.4% during past three months, compared with negative returns of 8-10% by large-cap, mid-cap and small-cap funds
Indian equities may remain under pressure even if the geopolitical and energy crisis ends
Worst start to a calendar year in terms of outflows
The dollar index, which gauges the greenback's strength against a basket of six currencies, was trading 0.13 per cent lower at 96.26.
Invest in commodity producers that are backward integrated
The primary market was abuzz with activity as well, with a record amount garnered through initial public offerings, including those from several new-age firms
There has been a surge in demand for residential property in the aftermath of the pandemic, but prices haven't budged much due to excess inventory
From equities to commodities and cryptocurrencies, most segments gave handsome returns. But inflation, rate tightening, and the Omicron spread have spoiled the year-end party