FPI Sector Rotation to defensives

Today’s Daily Byte

It’s been an exciting and good session in the markets today.

The markets have been range-bound for the last two days, but today, after the Adani Group released a statement clarifying that their top management was not indicted for any bribery charges, Adani stocks surged. Some stocks even saw gains of 20%, while others rose by 10% or 15%.

This news triggered a huge relief rally, and some Adani stocks have actually regained the levels they lost just two days ago. From that point of view, it seems like there is no longer any overhang from the Adani saga, and markets are moving forward.

Reading Time : 4 Minutes

FPI Sector Rotation to defensives

Recently, there has been a noticeable shift in the investment strategies of Foreign Portfolio Investors (FPIs) in the Indian stock market.

While many are aware that FPIs have been selling, it is important to understand that this is not a simple sell-off. Instead, there is also a significant restructuring of their investments across different sectors. This change highlights a deeper trend in how global investors are adjusting their portfolios to align with market conditions.. . . . .

Reading Time : 3 Minutes

Can we ever get out of this matrix ?

The total debt of the US government has grown at an astonishing pace. It took over 221 years to build up a debt of $12 trillion, but in just the last four years, that figure has doubled. This rapid increase is difficult to comprehend. It’s as if someone who spent their entire life accumulating debt suddenly doubled it in just a short time. This extraordinary growth in debt highlights the financial challenges the US faces, and yet, it seems the world is not fully grasping the long-term impact this will have.. . . . .

Reading Time : 3 Minutes