Stop chasing AI: The simple reason India remains a core investment Why ‘theme-driven’ investing may be detrimental to long-term strategic allocation. October 31, 2025 05:30 IST
Predictable India! Where GDP growth = stock market returns Global investors are significantly under-allocated (less than 1%) to India, missing out on long-term returns. This analysis argues that given… Updated: October 9, 2025 07:36 IST
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… September 25, 2025 05:25 IST
We don’t need no ‘foreign investor’ Foreign investors are losing dominance in Indian markets as domestic mutual fund SIPs and retail investors take the lead. With… September 9, 2025 05:30 IST
FIIs have sold $23 billion in stocks, but don’t panic. Here’s the real story Since September 2024 till July 2025, foreign investors have net sold ~USD 23 billion of Indian public equities. As the… Updated: August 23, 2025 09:25 IST
Trump’s Tariff Tantrum: How a ‘Trade Messiah’ may become India’s Nightmare Donald Trump’s latest tariff hikes on Indian exports—up to 25%, with threats of 50%—could derail trade ties and dent India’s… August 9, 2025 05:00 IST
Foreign investors fleeing India is not what you think Despite headlines about foreign investor outflows, India’s low net FDI in FY25 is largely due to outbound investments and exits—not… July 22, 2025 05:00 IST
Foreign Investors’ are betting big on India. Just not the stock market FIIs have invested $200 billion in public markets (now valued at $850 billion), their substantial allocation to illiquid private markets… July 9, 2025 05:30 IST
Foreign Investors are under invested in India by a trillion dollars Foreign investors hold less than 1% of their global portfolios in Indian public equities, despite India comprising ~4% of global… Updated: July 18, 2025 15:20 IST
Global re-set: India can receive USD 200 billion in foreign inflows India gets less than 2.5% of GDP annually in foreign capital inflows. This is across FDI, Portfolio flows and External… Updated: July 18, 2025 15:20 IST
How Trump tantrums could trigger a massive rebalance in global portfolios Welcome to the first edition of the Global India Insights. I am delighted to take you on this journey to… Updated: July 18, 2025 15:20 IST
10 Photos Inside Nita Ambani’s Swadesh Christmas celebration: From Ranveer Singh to Sonam Kapoor – stars who lit up the evening 17 hours agoDecember 6, 2025
10 Photos Putin India Visit Day 2: Modi’s red carpet welcome for Putin; key moments unfold in Delhi – In pics 2 days agoDecember 5, 2025
