Company updateEconomic Times
Jefferies sees large caps benefiting from FPI revival
Positive+9
GreyOak summary
Jefferies reports a potential revival in Foreign Portfolio Investor (FPI) flows into Indian equities, with net inflows of $8.2 billion since mid-October 2026. The brokerage identifies large-cap stocks like Reliance, HDFC Bank, and Axis Bank as primary beneficiaries due to their liquidity and FPI ownership. Factors sustaining this trend include a moderation in the concentrated AI trade, reasonable valuations, and resilient domestic macroeconomic conditions.
What it affects
- Axis BankAXISBANKPositive +9
Potential beneficiary of FPI revival.Rolling sentiment Neutral +10
- HDFC BankHDFCBANKPositive +9
Potential beneficiary of FPI revival.Rolling sentiment Neutral +10
- Reliance IndustriesRELIANCEPositive +8
Potential beneficiary of FPI revival.Rolling sentiment Positive +48
Source
Read the original at Economic TimesMore Axis Bank news
- Axis Bank flags rupee at 100 by June 2027Financial Express · Commodities & currency ·
- GTRI and Axis Bank differ on rupee rally durationBusiness Today · Commodities & currency ·
- Jefferies lists 12 stocks to gain as FPIs embrace Indian marketsMint · Stock view ·
- Nifty Bank jumps 2.75% as banking stocks rallyBusiness Today · Stock view ·
- Axis Bank wants AI to hold borrowers’ handsMint · Company update ·