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Mid- and Small-Cap Stocks in India Positioned to Outperform on FII Flow Return
Lower-cap Indian equities may benefit once foreign institutional flows resume, signalling a potential rotation away from large-cap stocks.
According to Samir Arora of Helios Capital, India’s mid- and small-cap equities are poised for outperformance when foreign institutional investor flows return. The research note says that inflows into smaller-cap segments tend to accelerate once FIIs regain conviction, linking performance to trade-deal progress and sector rotation. The commentary suggests a strategic pivot from large-caps to higher-beta stocks may gain traction.