FIIs return to India: Early signs of a real recovery finally here: Gautam Chhaochharia, UBS
The Economic Times·2025-11-17 09:34
Speaking to ET Now after UBS’s flagship India conference, which saw record global participation, Chhaochharia highlighted three major themes shaping India’s market outlook.Global investors returning after 4–5 yearsUBS observed a shift in foreign investor behaviour: FIIs that had stayed on the sidelines for years are now exploring bottom-up stock opportunities again.India’s valuations remain elevated — especially across autos, consumption and industrials — but pressure is easing as global markets correct an ...