India's Next Bull Run? HSBC Sees Opportunity In These 3 Key Indian Sectors

NDTV Profit

開始：2026年11月11日 16:05　終了：2026年11月11日 16:34

Is India heading towards its next bull run? HSBC has upgraded India to **Overweight**, citing attractive valuations, resilient earnings and a global shift in investor interest away from concentrated AI trades. In this special conversation, HSBC's Herald van der Linde, Head of Equity Strategy, Asia Pacific, explains why global investors are increasingly looking at India, where foreign institutional money could flow, and which sectors stand to benefit from this shift. The discussion highlights three key investment opportunities: - Banks and NBFCs: Attractive large-cap opportunities as global in…