'We are overweight on India, as it is one of the best in emerging markets (EMs)'
The rally in most of these stocks is partly attributed to impressive financial performance.
IndiGo had debt of Rs 3,912 crore at end of the June quarter.
Domestic investors have managed very well to minimise the impact caused by relentless selling by foreign portfolio investors.
Sebi's new FPI regulation has helped attract new capital pool, up registrations.
It is the fundamentals of companies that will drive stock performance.
Oil and Natural Gas Corporation, Hindalco Industries, Tata Steel and Vedanta were down up to 70 per cent below their one-year highs.
'Most investors are still waiting for the winners to correct.'
Further outperformance hinges on pickup in industrial activity, buying by local investors.
The rally followed the govt's plan to bolster state-owned lenders.
The BSE MidCap and SmallCap indices during this period have outperformed the blue-chip indices.
The analysis is based on the free-float market capitalisation.
Brent crude prices fell to $57 a barrel on Monday from $62 a barrel.
Ricoh India, the largest gainer among these pack, has rallied 192 per cent from Rs 294 to Rs 859 on the BSE so far in the current calendar year.
The market capitalisation of China, the world's second-largest economy, has topped $10 trillion for the first time.
Startup may get some relation from Sebi for listing firms.
High retail concentration in small companies; many left to fend for themselves in penny stocks
In ITC, LIC has invested Rs 38,358.66 crore, according to Capitaline data.
'Earnings revival could be two quarters away.'
Benchmark Sensex and Nifty after gaining nearly 30% in 2014 are trading in negative this year
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