New Delhi, Sep 19
India is expected to see fresh inflows of $50-70 billion into equities over the next 12 months, driven by steady participation from mutual funds and systematic investment plans (SIPs), according to global brokerage Jefferies on Friday.
The firm said that despite foreign investor positioning being at multi-year lows, India remains the strongest structural growth story in global markets.
In its latest ‘Greed & Fear’ report, Jefferies described 2025 as a year of “healthy consolidation” for Indian equities.
The brokerage expects that consistent domestic flows from mutual funds and systematic investment plans (SIPs) will absorb most of the expected foreign inflows, helping the market sustain momentum.
The report also highlighted that India could witness a fresh rally in 2026 as economic growth picks up pace.