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When will FIIs return to the Indian stock market? Bernstein answers
21 Sept 2026 · Business Standard Mkts
Another issue Bernstein highlighted was the nature of India's large-cap companies, which it believes represents a 'bygone economic era'.
The analysis
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.