West Asia Crisis: Why $100 oil is the only macro risk that truly matters for India in the short-term
If the spike in energy prices sustains for a longer period it will complicate the India investing sentiment
Capital Gains tax or withholding tax on foreign investors is a friction imposed on attracting global capital into India and…
The simple India investing story of double-digit nominal GDP growth reflecting in stock market returns even in dollar terms has…
Does the long-term ~2-3% annual deprecation assumption still hold?
Nominal GDP growth below 10% threatens India’s long-term case of double-digit market returns.
Why ‘theme-driven’ investing may be detrimental to long-term strategic allocation.
Global investors are significantly under-allocated (less than 1%) to India, missing out on long-term returns. This analysis argues that given…
The great India under-weight: How global investors are missing out on the world’s best growth story.
Despite India’s strong market performance, foreign investment in Indian equities has declined. This article explores why global investors are under-allocating…
Foreign investors are losing dominance in Indian markets as domestic mutual fund SIPs and retail investors take the lead. With…
Since September 2024 till July 2025, foreign investors have net sold ~USD 23 billion of Indian public equities. As the…
Donald Trump’s latest tariff hikes on Indian exports—up to 25%, with threats of 50%—could derail trade ties and dent India’s…
Despite headlines about foreign investor outflows, India’s low net FDI in FY25 is largely due to outbound investments and exits—not…
FIIs have invested $200 billion in public markets (now valued at $850 billion), their substantial allocation to illiquid private markets…
Foreign investors hold less than 1% of their global portfolios in Indian public equities, despite India comprising ~4% of global…
India gets less than 2.5% of GDP annually in foreign capital inflows. This is across FDI, Portfolio flows and External…
Welcome to the first edition of the Global India Insights. I am delighted to take you on this journey to…
The recent relaxation in external commercial borrowing (ECB) limits for rupee expenditure by Indian corporates is a step in the…
“Today’s action is intended to help forestall some of the adverse effects on the broader economy that might otherwise arise…
