𝐀𝐫𝐞 𝐃𝐅𝐈𝐬 𝐒𝐞𝐞𝐢𝐧𝐠 𝐒𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐭𝐡𝐞 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐬𝐧’𝐭?

𝐀𝐫𝐞 𝐃𝐅𝐈𝐬 𝐒𝐞𝐞𝐢𝐧𝐠 𝐒𝐨𝐦𝐞𝐭𝐡𝐢𝐧𝐠 𝐭𝐡𝐞 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐬𝐧’𝐭?

The numbers speak for themselves (𝑠𝑒𝑒 𝑡ℎ𝑒 𝑡𝑎𝑏𝑙𝑒).

The bottomlines of India’s top IT companies have been steadier than still water over the past 3 years. Yet DFIs have been increasing their stake in these giants while FIIs have been moving out.

With all their exceptionally granular and highly sophisticated business and financial analysis, rigorous concall interrogations, and far superior access to information and resources, do they know something that the FIIs and the rest of the market don’t?

Let's hope that in the race to deploy their rapidly growing corpuses they are not missing the plot!

𝐷𝑖𝑠𝑐𝑙𝑎𝑖𝑚𝑒𝑟: 𝐹𝑜𝑟 𝑖𝑛𝑓𝑜𝑟𝑚𝑎𝑡𝑖𝑜𝑛𝑎𝑙 𝑝𝑢𝑟𝑝𝑜𝑠𝑒𝑠 𝑜𝑛𝑙𝑦. 𝑇ℎ𝑖𝑠 𝑠ℎ𝑜𝑢𝑙𝑑𝑛'𝑡 𝑏𝑒 𝑠𝑒𝑒𝑛 𝑎𝑠 𝑎 𝑟𝑒𝑎𝑠𝑜𝑛 𝑡𝑜 𝑏𝑢𝑦/ℎ𝑜𝑙𝑑/𝑠𝑒𝑙𝑙 𝑠𝑡𝑜𝑐𝑘𝑠 𝑎𝑛𝑑 𝑖𝑠 𝑛𝑜𝑡 𝑖𝑛𝑡𝑒𝑛𝑑𝑒𝑑 𝑡𝑜 𝑜𝑓𝑓𝑒𝑛𝑑 𝑎𝑛𝑦𝑜𝑛𝑒'𝑠 𝑠𝑒𝑛𝑡𝑖𝑚𝑒𝑛𝑡𝑠.