• Investor conference scale: Motilal Oswal's 22nd annual conference features over 200 companies, 1,200 global investors, and 18,000 to 20,000 organized meetings across 15 sectoral CEO tracks.
• IT sector outlook: Motilal Oswal maintains an underweight stance on IT due to stalled headcount additions and AI-led disruption, despite the sector's Nifty weighting dropping from 17%–18% in 2021 to 7%.
• Foreign institutional flows: Heavy foreign institutional investor (FII) selling has halted, with global investors increasingly deploying capital into mid-caps, small-caps, primary market issuances, and QIPs rather than secondary market index heavyweights.
• EMS growth theme: Electronics manufacturing services represent a decadal opportunity backed by Make in India and PLI schemes, with leaders like Dixon Tech consolidating high valuations to align with earnings growth.
• Profit pool dynamics: Market opportunities are categorised into emerging, expanding, and recovery profit pools, with turnaround momentum seen in sectors like QSRs and mid-sized banks as traditional index heavyweights slow down.