FIIs WILL RETURN?

Is this the right time to invest more money? Are FIIs really leaving India? And what does the AI boom mean for Indian markets? In this episode, Taher Badshah, CIO at Invesco Mutual Fund, decodes the biggest trends shaping the markets today. From FII outflows, small-cap and flexi-cap opportunities to AI, IT stocks, gold, silver, and sector-specific bets, Taher shares how investors should navigate uncertainty and position their portfolios for the future. He also explains why periods of fear often create the best investment opportunities, which sectors he's most bullish on, and how retail investors can build a balanced portfolio for long-term wealth creation. Is this a crisis or an opportunity? Watch the full conversation to find out. #StockMarket #MutualFunds #Investing #FIIs #SmallCaps #FlexiCap #AI #Gold #PersonalFinance #InvescoMutualFund #InvescoIndia Timestamps 00:00 - Introduction 01:25 - Welcome & Episode Overview 01:44 - Q1: What should retail investors do with fresh money today? 04:06 - FlexiCap Funds: Recommendation for conservative investors 04:45 - Small Cap Funds: For risk-tolerant investors 05:22 - Multi-Asset Allocation Funds: Why diversification matters now 06:52 - Summary: Three product preferences at this market stage 07:06 - Large Cap vs Mid Cap vs Small Cap: Valuation gap analysis 10:43 - FII Outflows: Why foreign investors are leaving India 13:45 - When will FIIs return to India? 15:49 - AI Rally & MSCI EM: India drops out of top 10 for first time in 15 years 16:24 - Is the AI rally a bubble? 17:51 - How India can indirectly play the AI trade 19:52 - Sector Picks: Power, Capital Markets, Healthcare, Real Estate 23:19 - Sectors to Avoid: Commodities, Consumer Staples 25:16 - IT Services & AI: Threat or opportunity? 29:55 - What is Contra Investing? Explained simply 32:00 - Gold & Silver Outlook: What retail investors should do 35:55 - Ideal Mutual Fund Portfolio Allocation for young investors 39:13 - Closing Advice: It's not a market to fear