Positive impactResults
JM Financial AMC's Deepak Gupta sees export sectors leading as FII flows could improve over next 2-4 quarters
CNBC-TV18 59 min ago·7 Oct 2026, 5:32 am
Deepak Gupta, Head of Research at JM Financial Asset Management, has turned his attention to export-oriented sectors. He believes these companies are poised to lead the market, driven by improving global competitiveness. This positive outlook is partly predicated on the expectation that Foreign Institutional Investors (FIIs) will resume buying Indian stocks over the next two to four quarters, provided corporate earnings and profit margins remain stable.
Gupta also shared his views on the broader economic landscape. He anticipates that the Reserve Bank of India (RBI) will maintain a cautious stance on interest rates. Additionally, he highlighted the healthcare and insurance sectors as areas of interest, suggesting they could offer potential opportunities amidst the current market dynamics.
For investors, the key takeaway is the potential for a shift in market leadership towards exports. Monitoring corporate earnings reports and RBI policy announcements will be crucial to gauge the sustainability of these trends. Keeping an eye on FII flows will also help in understanding the broader market sentiment.
Excerpt from CNBC-TV18
Deepak Gupta, Head of Research & Senior Fund Manager, JM Financial Asset Management, expects exporters to benefit from improving competitiveness and sees FII inflows recovering if earnings and margins remain stable. He also shares his outlook on RBI policy, hospitals and insurance. Disclaimer: The views and tips…Read the original at CNBC-TV18
Affected stocks
Bullish1 stock
Bull / bear label is derived from the article's AI sentiment — indicative, not advice. Prices may be delayed.
Key takeaways
- Concerns JM Financial (JMFINANCIL).
- Category: Results.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update for JM Financial worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
