Why 35 million overseas Indians are the ultimate Macro shield for 2026 India’s large overseas residents sends in crucial foreign exchange at times of stress. June 17, 2026 05:08 IST
India Investing: From T I N A to A N T I Foreign Investor sentiment seems to have moved from ‘TINA’ – There Is No Alternative to being ANTI India May 16, 2026 05:30 IST
India ‘Fragile’ again? Oil prices above $100/brl and high current account deficit made India part of ‘Fragile Five’ in 2013, Are we ‘fragile’… April 9, 2026 05:30 IST
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 March 5, 2026 05:30 IST
India must scrap capital gains tax on foreign investors Capital Gains tax or withholding tax on foreign investors is a friction imposed on attracting global capital into India and… January 30, 2026 05:30 IST
India’s simple story got complicated – what’s in store for 2026? The simple India investing story of double-digit nominal GDP growth reflecting in stock market returns even in dollar terms has… January 13, 2026 05:30 IST
Fragile or resilient? The real story behind the rupee’s slide to 91 Does the long-term ~2-3% annual deprecation assumption still hold? December 24, 2025 05:30 IST
Beyond the hype: The hidden data point that threatens India’s growth story Nominal GDP growth below 10% threatens India’s long-term case of double-digit market returns. December 4, 2025 05:30 IST
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
