{
  "id": 3939398,
  "title": "Motilal Oswal Private Wealth keeps overweight mid-cap Stance as FIIs return to Indian markets",
  "url": "https://urgent.news/2026/08/28/motilal-oswal-private-wealth-keeps-overweight-mid-cap-stance-as-fiis",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-28T10:16:50.000Z",
  "source": {
    "name": "Hindu BusinessLine",
    "slug": "hindu-businessline",
    "url": "https://www.thehindubusinessline.com/companies/motilal-oswal-private-wealth-keeps-overweight-mid-cap-stance-as-fiis-return-to-indian-markets/article71399881.ece"
  },
  "original_language": "en",
  "account": "Motilal Oswal Private Wealth (MOPW) has kept its overweight position in mid and small-cap stocks in its latest Alpha Strategist report for August 2026, titled \"Clearing Skies.\" The firm maintains a 40% allocation to hybrid/large caps, 10% to global equities, and 50% to mid and small caps. Foreign institutional investors (FIIs) turned net buyers of Indian equities in July 2026 for the first time in four months, injecting a net inflow of $2.5 billion. Despite the Nifty 50 rising 2.2% month-on-month to close at 24,384 in July, the index is still down 6.7% for the year to date. Nifty 50 companies' Q1FY27 earnings grew by 11% year-on-year, with small-caps leading the growth at 32%, beating estimates by 26%. MOPW contrasts this performance with South Korea's KOSPI, which fell around 40% after a leverage-driven rally in AI-linked semiconductor stocks, with leveraged ETFs collapsing from around $50 billion to $17 billion. India, according to MOPW, is structurally insulated from such scenarios, as 78% of MSCI India's revenues are domestically generated, and 66% of Nifty 500 market capitalization is in domestic-facing sectors. The Reserve Bank of India kept the repo rate unchanged at 5.25% at its August meeting, with a neutral stance, raised FY27 GDP growth forecast to 6.7% and trimmed CPI inflation projection to 5.0%. MOPW expects yields to remain between 6.6% and 6.9% and directs 55-60% of fixed income allocations towards performing credit, private credit, high-yield NCDs, and InvITs. The firm keeps a neutral stance on commodities, favouring gold over silver due to silver's sensitivity to global industrial cycles. MOPW recommends lump-sum deployment in hybrid strategies and a staggered approach for pure equity strategies, using market corrections for accelerated allocation.",
  "summary": "The report notes that foreign institutional investors turned net buyers of Indian equities in July 2026 for the first time in four months, recording net inflows of USD $2.5 billion",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}