Samir Arora of Helios Capital believes that global investors are reducing their US market exposure, favoring ex-US ETFs, which benefits India due to its strong growth narrative. This shift reflects a broader diversification trend as investors seek opportunities beyond the US. Further, he anticipates increased FII flows into India, especially with the resolution of events like the ‘Jane Street’ issue.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets