Selective FII Interest in PSU Stocks Amid India's Nuclear Growth and Market Recommendations

Foreign institutional investors showed selective interest in India's public sector stocks during Q3 FY26, notably increasing stakes in petroleum companies BPCL and HPCL amid refinery expansions and oil market volatility. Meanwhile, India's nuclear energy sector aims for 100 GW capacity by 2047, benefiting firms like KSB with specialized nuclear pump technology. Investor Sunil Singhania maintains confidence in two long-term holdings despite recent price declines. Additionally, JM Financial recommends buying stocks in sectors including power transmission, telecom, education, and home services, citing growth and expansion prospects.