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Zerodha's Kamath Backs Indian Stocks, Boosts Allocation

Investor Sentiment & PositioningMarket Technicals & FlowsEmerging Markets

Nikhil Kamath said he is increasing exposure to Indian equities despite recent foreign outflows and muted market performance. The comments point to continued domestic investor confidence in India, even as global flows remain cautious. The piece is commentary rather than a market-moving policy or earnings event, so near-term price impact is limited.

Analysis

Nikhil Kamath said he is increasing exposure to Indian equities despite recent foreign outflows and muted market performance. The comments point to continued domestic investor confidence in India, even as global flows remain cautious. The piece is commentary rather than a market-moving policy or earnings event, so near-term price impact is limited.

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mildly positive

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