Over next six to 12 months, will continue to be overweight on select PSU banks: Neelkanth Mishra

“Most of the foreign portfolio flows that come into India are coming through APAC funds or EM funds or global funds right. The share of India dedicated funds is lower than it was even five years back. So if more money goes into EM funds because people are feeling slightly better about China, then India also gets inflows. ”