BofA-ML global fund manager study says investors 11% underweight on Indian stocks in November, down from about 5% in the previous month.
A rate cut by the Reserve Bank is likely to help the rupee, which today hit a record low of 57.54 versus dollar, says a Bank of America Merrill Lynch (BofA-ML) report.
Fiscal cliff top concern and emerging markets a preferred region for investing, findings suggest.
Expectes RBI Governor to announce 0.25 per cent rate cut.
However, the American brokerage said it continues to expect the Reserve Bank to cut policy rates by 25 bps on January 29.
Reliance Industries is expected to report a 24 per cent drop in its net profit for the June 2012 quarter as compared to its profit in June 2011.
The US Fed will decide if it should raise interest rates from near-zero levels first time in a decade.
This was the fifth consecutive quarter when the Indian markets have seen positive flows from FIIs.
The Reserve Bank of India (RBI) is likely to take a "more dovish" stance in its upcoming monetary policy review on December 2 and may go in for a cut repo rate in February, according to a British brokerage house report.
Brokerage firm Bank of America Merrill Lynch (BofA-ML) on Monday said the ongoing US government shutdown is positive for the country, as it gives additional time to recoup the forex reserves.
The broader market performance, however, is expected to be better by virtue of good performance of state-owned banks on a low base.
BofA-ML revised its end-2015 rupee-dollar forecast to 60 from 64 earlier.
Equity strategists are basing their expectation on strong corporate earnings recovery, supportive global economic growth, and gradual improvement in business sentiment.
India's current account deficit (CAD) is likely to ease to 4.4 per cent of the GDP in the current fiscal year on lower oil and gold prices, Bank of America Merrill Lynch (BofA-ML)said in a research note.
Brokerage firm CLSA says in its interactions with government officials, measures such as the dollar-deposit scheme were under consideration.
BofA-ML mandated to find buyer for 27.5% stake in media group's holding firm
Axis Bank, HCL Technologies, Maruti Suzuki, NBCC and Union Bank are their top five stock picks.
Co-founders of India's latest unicorn expected Covid-19 to be a speed breaker; instead it accelerated sales. Cars24 now enjoys more than 90 per cent market share among all other similar online transaction platforms. Dhruv Munjal traces the birth of this used-cars platform.
At a time when major economies have increased spending, India will have to do the same.
In a recent report, BofA-ML suggests investors to track these six event risks in July apart from the Greek drama
Demonetisation impact, earnings growth, central bank policies will get attention.
Experts hail 2014 as the worst year for banks.
Tata Steel and Tata Chemicals under investor watch
The new series claims GDP grew at seven per cent between April and June 2015, while gross value added (GVA) grew at 7.1 per cent.
RBI on Monday conducted an unprecedented level of liquidity infusion to the tune of Rs 3.3 lakh crore, in which banks bid for as much as Rs 4.5 lakh crore. The central bank said it would conduct a liquidity infusion auction of Rs 1 lakh crore on Tuesday as well, to help banks tide over the liquidity crisis.
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