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India Stocks See Record Foreign Selloff — Why INFY Wins While HDB and IBN Falter
Record foreign selling in Indian stocks, fueled by an oil price surge, has intensified risks for US-listed exposures as per Bloomberg. Defensive IT leader Infosys (INFY) emerges as the top pick with USD revenues and AI tailwinds, outperforming cyclical banks (HDB, IBN) and broad ETFs (INDA, EPI). Tata Motors (TTM) faces the steepest headwinds from consumer squeeze.