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VIKASH KUMAR JAIN
India underperformed Korea by 180 percentage points; but the worst FII selling may be over, says Vikash Kumar JainIndia's stock market has lagged behind other Asian markets. This underperformance has made Indian stocks less expensive. Investor expectati...- Four months in, foreign outflows from Indian shares top last year's peakForeign investors have pulled more than $20 billion out of Indian equities in the first four months of 2026, surpassing last year's record ...
- Indian market expensive but select sectors shine: Vikash Kumar JainIndia's market valuations are considered expensive on an absolute basis but less so compared to other global markets. Vikash Kumar Jain hig...
- Global events will keep driving Indian market sentiment over next 90 days: Vikash Kumar JainAs this uncertainty on global trade reduce, that desperation to hide also goes away and that could maybe take away thistemporary Tina which...
- US yields and dollar dynamics key to FII inflows into India: Vikash Kumar JainVikash Kumar Jain from CLSA suggests a measured outlook on financials and broader markets. Despite low FII exposure in Indian banks, Jain h...
- Shift from capex to consumption likely to drive market moves: Vikash Kumar JainLike for example, sentiment is one thing that we do try and track quite closely. We have our own proprietary India Bull Bear Index and that...
- Vikash Kumar Jain sees short-term rally in India despite geopolitical and macro challengesThe discussion is more about whether this is the right entry point or there is more that we could see to get a better entry point, I think ...
- Can expect a 5-7% Santa Claus rally in 6-8 weeks: CLSA on Indian marketsIndia strategist Vikash Kumar Jain predicts a potential "Santa Claus rally" in the stock market, projecting a 5-7% rise over the next six t...
- No red flag in India but a period of extended low returns, or a pullback likely: Vikash Kumar JainVikash Kumar Jain from CLSA discusses India's bullish market trends, potential for low returns, and the recent growth in the pharma sector....
- 4 Fed rate cuts in the offing; for 3-5-year investors, every dip is a buy for India: Vikash Kumar Jain, CLSAInvestment Analyst Vikash Kumar Jain from CLSA predicts four rate cuts by the US Fed in the remaining three meetings this year. He advises ...
- Just $2 billion of domestic inflows not enough; handholding needed for markets to do much more from here: Vikash Kumar JainVikash Kumar Jain, an Investment Analyst at CLSA, discusses the impact of domestic inflows and the upcoming elections on the Indian market....
- Cautious in shorter term but bullish in medium term; India to be big beneficiary of an EM rally: Vikash Kumar Jain, CLSAVikash Kumar Jain, Investment Analyst at CLSA, discusses the underweight on IT and overweight on banks. Banks offer interesting valuations ...
- How far are we away from a real bounce in IT? Vikash Kumar Jain answersIf sentiment towards China does not change, we are now seeing money coming not through the EM basket. Now, imagine 94% of the FII AUM still...
- Yields need to fall more for market to have a stronger rally: Vikash Kumar JainI would say that there is a balance here. In our discussions with fund managers, we find two more popular trades, particularly for people d...
- Valuations suggest impatient market expects fast and large follow through: Vikash Kumar Jain“We are pretty much in sync with the view of India being one of the key growth drivers of the world. But we need to think about market expe...
- Is there light at the end of the tunnel in this bearish market? Vikash Kumar Jain answers“The valuations have now come within 5% of historical average levels of 17 years. There would be some more correction if retail were to giv...
- Defensives will be relevant as this is a year of sectoral rotation: Vikash Kumar Jain“It is going to be a year of big sector rotation and not a runaway move on the benchmark. So there will be periods when defensives will get...
- RIL gains 4.4% as CLSA upgrades it to ‘Buy’RIl jumped 4.4% on Tuesday — its biggest intra-day rise in a year — after brokerage CLSA upgraded its rating on the stock to buy.
- Prefer upstream oil companies compared to downstream companies: Vikash Kumar Jain, CLSA IndiaThe general view is that amongst the emerging markets and to top it up with what happened with Brazil yesterday, reminds everyone that Indi...
- CVC to CBI: Probe coal block allocations since 1993The Central Vigilence Commission on Monday asked the CBI to probe all coal block allocations since 1993, PTI reported.
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