Why Indian Investors Shouldn't Panic Over FII Selling—A Fundamentalist’s Perspective (Part 1)

The recent market correction has triggered panic across the board. It’s no longer just traders or short-term investors who are worried— even those who claimed they were in for the long term (5-10 years at least) are now rushing to exit. One key reason behind this loss of confidence? The very experts people once followed are now contradicting their past views. The same analysts who were making bullish calls when the markets were at all-time highs are suddenly talking about overvaluation, bear markets, and potential crashes. The Herd Mentality in Market Analysis During my MBA and CFA studies, one thing became very clear: most analysts try to stay within the comfort of "consensus opinion." No one wants to seem extreme in their predictions, so they adjust their analysis to fit within the general market trend. The problem? This approach ensures you never outperform the market—because you’re merely following it. Personally, I have always preferred to ignore analyst estimates and stock price movements when doing my research. Instead, I focus on fundamentals and growth stories. And so far, this approach has worked well—and I trust it will continue to do so.