{"id":14027,"date":"2026-08-19T08:17:29","date_gmt":"2026-08-19T08:17:29","guid":{"rendered":"https:\/\/koshalsambada.in\/?p=14027"},"modified":"2026-08-19T08:17:29","modified_gmt":"2026-08-19T08:17:29","slug":"india-becomes-least-favoured-asian-stock-market-in-bofa-survey-why-fund-managers-are-underweight","status":"publish","type":"post","link":"https:\/\/koshalsambada.in\/?p=14027","title":{"rendered":"India becomes least-favoured Asian stock market in BofA survey &#8211; why fund managers are underweight"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div>\n<div class=\"e9jwa\">\n<div class=\"vdo_embedd\">\n<div class=\"GfdvZ\">\n<section class=\"_bIDB  clearfix id-r-component leadmedia undefined undefined  E9tg9 \" style=\"top:0px\">\n<div class=\"_bIDB\" data-ua-type=\"1\" onclick=\"stpPgtnAndPrvntDefault(event)\">\n<div class=\"ypVvZ\">\n<div class=\"WGttI\"><img src=\"https:\/\/static.toiimg.com\/thumb\/msid-133341813,imgsize-832537,width-400,height-225,resizemode-4\/indian-stock-market.jpg\" alt=\"India becomes least-favoured Asian stock market in BofA survey - why fund managers are underweight\" title=\"Indian equities have declined over the past two weeks despite a brighter earnings outlook.\" decoding=\"async\" fetchpriority=\"high\"\/><\/div>\n<\/div>\n<\/div>\n<div class=\"Ta7d_ img_cptn\"><span title=\"Indian equities have declined over the past two weeks despite a brighter earnings outlook.\">Indian equities have declined over the past two weeks despite a brighter earnings outlook.<\/span><\/div>\n<\/section>\n<\/div><\/div>\n<\/div>\n<p>India\u2019s stock market, among the worst performing this year, has now replaced Indonesia to become the \u2018least-favoured\u2019 stock market in India, as per a fund managers\u2019 survey by Bank of America Corp.<!-- --> This signals growing investor caution for the Indian stock market.<span class=\"id-r-component br\" data-pos=\"3\"\/>The survey received responses from 98 fund managers overseeing a combined $272 billion in assets, with the responses collected between August 7 and August 13.<span class=\"id-r-component br\" data-pos=\"5\"\/>Investor sentiment towards Indonesia, meanwhile, has improved. The share of fund managers who were net underweight on the country fell to 27% from 32% in July. Taiwan and Japan continued to rank as investors\u2019 preferred markets in the region.<span class=\"id-r-component br\" data-pos=\"9\"\/><\/p>\n<p><h2>Why fund managers are underweight on India<\/h2>\n<\/p>\n<p>According to a Bloomberg report, the survey identified the absence of clear exposure to artificial intelligence as the biggest concern for Indian equities, followed by weak economic growth.<span class=\"id-r-component br\" data-pos=\"12\"\/>As many as 32% of respondents were net underweight on India. The lack of reforms and elevated valuations were also cited as factors behind the negative view of Asia\u2019s fourth-largest equity market.<span class=\"id-r-component br\" data-pos=\"14\"\/>The survey results come at a time when Indian equities have declined over the past two weeks despite a brighter earnings outlook, indicating that investors remain cautious even as the underlying fundamentals of the market improve.<span class=\"id-r-component br\" data-pos=\"17\"\/>Global investors have bought more than $4 billion worth of Indian stocks during the current quarter, the highest inflow among emerging markets in the region, according to Bloomberg-compiled data.<span class=\"id-r-component br\" data-pos=\"19\"\/>This follows record outflows during the first half of the year. Earnings reported by companies in the benchmark NSE Nifty 50 rose 18% year-on-year in the latest three-month period, well ahead of the 10% growth projected by Motilal Oswal Financial Services Ltd.<span class=\"id-r-component br\" data-pos=\"23\"\/>India was last ranked as the least-preferred market in the BofA survey in May, when rising energy costs were putting pressure on economic growth following the US-Iran war and the resulting surge in global crude prices.<span class=\"id-r-component br\" data-pos=\"25\"\/>With no indication that the conflict is nearing a resolution, energy costs are rising again, adding to investor concerns.<span class=\"id-r-component br\" data-pos=\"28\"\/>Although the Nifty 50 has recovered 8% from its recent March low, it remains Asia\u2019s second-worst performing major market this year, with an 8% decline. <!-- -->The index is also heading towards ending a remarkable 10-year streak of annual gains.<span class=\"id-r-component br\" data-pos=\"32\"\/>Investor sentiment towards Indonesia has moved in the opposite direction. The benchmark Jakarta Composite Index has gained more than 20% from its June low, helped by central bank measures aimed at stabilising the currency and easing concerns that MSCI Inc. could downgrade the market to frontier-market status.<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/timesofindia.indiatimes.com\/business\/india-business\/india-becomes-least-favoured-asian-stock-market-in-bofa-survey-why-fund-managers-are-underweight\/articleshow\/133341481.cms\" target=\"_blank\" rel=\"noopener\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Indian equities have declined over the past two weeks despite a brighter earnings outlook. India\u2019s stock market, among the worst performing this year, has now replaced Indonesia to become the \u2018least-favoured\u2019 stock market in India, as per a fund managers\u2019 survey by Bank of America Corp. This signals growing investor caution for the Indian stock [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":14028,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-14027","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-31"],"magazineBlocksPostFeaturedMedia":{"thumbnail":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","medium":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","medium_large":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","large":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","1536x1536":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","2048x2048":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","blogsy-small":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","blogsy-small-tall":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","blogsy-small-square":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","blogsy-small-masonry":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","blogsy-medium":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","blogsy-medium-masonry":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","blogsy-large":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg","blogsy-wide":"https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg"},"magazineBlocksPostAuthor":{"name":"admin","avatar":"https:\/\/secure.gravatar.com\/avatar\/8709732a479614e7a8aa24d3eb1b239f30dc6d90c61464ed495001e7a469d856?s=96&d=mm&r=g"},"magazineBlocksPostCommentsNumber":"0","magazineBlocksPostExcerpt":"Indian equities have declined over the past two weeks despite a brighter earnings outlook. India\u2019s stock market, among the worst performing this year, has now replaced Indonesia to become the \u2018least-favoured\u2019 stock market in India, as per a fund managers\u2019 survey by Bank of America Corp. This signals growing investor caution for the Indian stock [&hellip;]","magazineBlocksPostCategories":["\u0b26\u0b47\u0b36 \u0b2c\u0b3f\u0b26\u0b47\u0b36"],"magazineBlocksPostViewCount":1,"magazineBlocksPostReadTime":3,"magazine_blocks_featured_image_url":{"full":["https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg",400,225,false],"medium":["https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg",300,169,false],"thumbnail":["https:\/\/koshalsambada.in\/wp-content\/uploads\/2026\/08\/indian-stock-market.jpg",150,84,false]},"magazine_blocks_author":{"display_name":"admin","author_link":"https:\/\/koshalsambada.in\/author\/admin"},"magazine_blocks_comment":0,"magazine_blocks_author_image":"https:\/\/secure.gravatar.com\/avatar\/8709732a479614e7a8aa24d3eb1b239f30dc6d90c61464ed495001e7a469d856?s=96&d=mm&r=g","magazine_blocks_category":"<a href=\"#\" class=\"category-link category-link-31\">\u0b26\u0b47\u0b36 \u0b2c\u0b3f\u0b26\u0b47\u0b36<\/a>","_links":{"self":[{"href":"https:\/\/koshalsambada.in\/index.php?rest_route=\/wp\/v2\/posts\/14027","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/koshalsambada.in\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/koshalsambada.in\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/koshalsambada.in\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/koshalsambada.in\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=14027"}],"version-history":[{"count":0,"href":"https:\/\/koshalsambada.in\/index.php?rest_route=\/wp\/v2\/posts\/14027\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/koshalsambada.in\/index.php?rest_route=\/wp\/v2\/media\/14028"}],"wp:attachment":[{"href":"https:\/\/koshalsambada.in\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=14027"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/koshalsambada.in\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=14027"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/koshalsambada.in\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=14027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}