Samvat 2082: Midcap stocks likely well-positioned for FII reallocation with strong risk-reward appeal
Published in Mint | October 2025
Akhil Puri, Partner, Financial Advisory, Forvis Mazars in India of highlighted that while risks remain from geopolitical tensions, protectionism, and commodity volatility, India’s macro fundamentals look far stronger than most emerging peers. With inflation under control, rural demand improving, and government-led capex momentum intact, the domestic economy is well-poised for a steady FY’26.
“Once global rate pressures ease, FPIs could return more decisively. But even in their absence, India’s market strength now rests on domestic pillars i.e. resilient consumption, stable policy, and institutional depth. As Samvat begins, the balance of power in Indian markets appears to have shifted … from foreign capital to homegrown confidence. And that may be India’s biggest advantage in the year ahead,” said Puri.