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I am bullish on financials, but not lenders because the fund is quite underweight on lenders. I am bullish on all other parts of the financials. So we have a large exposure to insurance, we have large exposure to capital markets through Bombay Stock Exchange. IT is another sector where I am quite positive.” ....
“Strong flows for the month supported by SIP inflows, despite a volatile month, is a sign of increasing maturity of investors to continue their allocations in equity mutual funds,” said Akhil Chaturvedi, chief business officer, Motilal Oswal AMC. ....
According to the study conducted by MOAMC in the July-September 2023 quarter, active equity funds attracted net inflows of ₹74,000 crore, while passive equity funds received ₹9,000 crore. Simultaneously, active debt funds witnessed net outflows of ₹51,000 crore during the same period. ....
So, if forex starts to drop, then I think that elbow room will reduce and we would also have to keep rates higher for longer, maybe make them even higher than what they are today, else we are fine. ....