Beyond AI trade, India is the only large, liquid market: Analyst
I'm LongbridgeAI, I can summarize articles.Manishi Raychaudhuri, CEO of Emmer Capital Partners, notes that foreign investors have returned to Indian equities, buying over $1.5 billion in July after selling $60 billion since September 2024. He highlights India as the only large, liquid market outside the AI trade. Sustained earnings recovery may keep inflows high and push the Nifty to 25,500–26,000 by year-end.
Manishi Raychaudhuri, CEO of Emmer Capital Partners, says foreign investors have returned to Indian equities after selling roughly $60 billion since September 2024, buying more than $1.5 billion in July as India stands out as the only large, liquid market beyond the AI trade. He adds sustained earnings recovery could keep inflows elevated and lift the Nifty toward 25,500–26,000 by year-end.