#foreign-investment
FIIs pull $5 billion from India in Q1, more in caution, not pessimism: Himanshu Srivastava, Morningstar
Foreign investors have pulled back from Indian stocks due to global uncertainty and high valuations, withdrawing $5 billion in early 2026. Despite this, analysts assure that India's long-term growth prospects remain strong. Currency stabilization is seen as k…
First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock market
A global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas investors pulling nearly $24 billion from Indian equities this year. Fueled by the AI boom and a sharp rally in Taiwan Semico…
Bangladesh launches fresh offshore oil, gas tender with sweeter terms for foreign firms
Bangladesh is seeking foreign investment for offshore oil and gas exploration. The country aims to increase its domestic gas supply and lessen dependence on costly LNG imports. New production sharing contracts offer more attractive terms to international comp…
Bernstein says Adani overhang easing after US developments; execution strength remains intact
Bernstein reports easing concerns for Adani Group post-US developments, signaling potential revival in foreign investment and strong execution.
Reserve Bank of India sells $9.8B in March as rupee posts steepest monthly drop since 2019
The RBI's intervention highlights vulnerabilities in India's economy, impacting inflation, interest rates, and foreign investment returns. The post Reserve Bank of India sells $9.8B in March as rupee posts steepest monthly drop since 2019 appeared first on Cr…
BofA sees foreign exodus from Dalal Street extending into 2027
Indian stocks are underperforming globally. Foreign investors are unlikely to return before 2027 or 2028. This is due to earnings downgrades and a weakening rupee. Other Asian markets are attracting investment with AI-linked plays. India's valuations remain e…
All arms of govt working together to stabilise Rupee, several measures under consideration: Piyush Goyal
The rupee has faced pressure recently due to rising crude oil prices, high global bond yields, foreign fund outflows, and geopolitical tensions
Investors Are Abandoning India For Lack of an AI Story
Foreign capital has stopped showing up in India just as the global AI build-out is steering investment toward markets with listed exposure to chips, computing infrastructure or foundation models. Net foreign direct investment to India has fallen from 1.5% of …
Congress says India needs ‘radical reset’ in economic policy, targets Narendra Modi govt
Indian National Congress has criticized the handling of India’s economy, accusing Prime Minister Narendra Modi of prioritizing elections over pressing economic challenges. The party claimed that rising inflation, slowing economic growth, and declining foreign…
Citi sees India IPOs hitting fresh records despite challenges
Indian initial public offerings are poised for a strong comeback in the latter half of the year. Citigroup anticipates deal volumes to meet or surpass last year's performance. Key listings like Jio Platforms and National Stock Exchange are crucial. Foreign in…
Is your mutual fund SIP secretly crushing the Indian rupee? Jefferies explains the bitter side of the story
India's strong mutual fund SIP culture is helping foreign investors exit the equity market. This is putting pressure on the Indian Rupee. Jefferies reports that capital flows are low, not the current account deficit. Foreign investors have sold equities worth…
India bonds gain on foreign-bank buying as oil cools
The benchmark 6.48% 2035 bond yield dipped 3.4 basis points to end at 7.0761%, easing the most in two weeks. Bond yields move inversely to prices.
Why CEA Anantha Nageswaran says India is facing a ‘Live Balance of Payments Stress Test’
India faces significant external sector challenges due to rising oil prices, foreign investor exits, and a weakening rupee. Chief Economic Advisor V. Anantha Nageswaran describes this as a "live balance of payments stress test," highlighting pressure on impor…
RBI intervenes as Rupee drops to record low
RBI intervenes as the rupee hits a record low, pressured by high oil prices and significant foreign investor withdrawals.
Pharma seen as safe bet amid currency volatility, says Ambareesh Baliga
Market veteran Ambareesh Baliga suggests pharmaceutical stocks offer a safe haven amidst currency volatility and cautious foreign investor sentiment. He advises focusing on top-tier pharma companies. Baliga also expresses caution on jewellery stocks due to in…
Market under pressure: IT stocks face long-term headwinds as oil crisis and AI shift weigh on sentiment: Vinit Bolinjkar
Vinit Bolinjkar of Ventura Securities advises selling IT stocks. He highlights market risks from the Hormuz Strait crisis, foreign investor selling, as well as the global AI shift. Bolinjkar sees pressure on IT revenues and margins. He prefers Vodafone Idea i…
Nifty slips for 4th day; Crude above $100, Rupee at 95.63 weigh on markets
The rupee has touched a fresh low of 95.63 against the dollar, with USD/INR hovering in the 95.6–95.7 range amid elevated crude prices, firm dollar demand, and sustained foreign institutional outflows
India’s economic strength defies foreign outflow fears, S&P Says
S&P Global Ratings said India is coping with global financial pressures better than headline data indicate, adding that concerns over foreign investment outflows are overstated. The agency said India has enough buffers to manage a wider current-account defici…
SBI margins drag PSU banks, but private banks set for comeback: Pranav Gundlapalle, Bernstein
State Bank of India's margin drop was a key event. Analysts suggest the worst may be over for banks. Private sector banks are expected to perform well in FY27. Foreign investor flows are seen as a key factor for stock performance. HDFC Bank and Axis Bank are …
Foreign investors eye co-investment deals in India’s infrastructure sector: NIIF CEO
Established in 2015 as a sovereign-backed investment platform, NIIF continues to act as a bridge between global capital and India’s expanding infrastructure ecosystem
Not just US dollar, Indian rupee has tanked up to 25% across 9 major currencies in 1 year
The Indian rupee has seen a significant decline against most global currencies, not just the US dollar. This broad-based weakness is driven by rising oil prices and foreign investor outflows. The rupee's fall against the Australian dollar and Chinese yuan has…
Goldman Sachs picks 12 alpha stocks amid record $22 billion FII exodus
Goldman Sachs has identified 12 Indian stocks as medium-term alpha bets despite warning that the record $22 billion FII selloff in 2026 may persist. Foreign investors have already pulled out more than last year’s total, marking one of the sharpest equity outf…
Indian still relevant for emerging market investors despite lower MSCI weightage: Jefferies
The report highlighted that Indian mid-cap stocks have seen a good rally, outperforming the broader market despite a period of significant foreign capital outflows
RBI may have to bear forex risk to boost foreign money inflows
India may need central bank support to attract dollar investments, potentially through forex deposit schemes, to cover exchange risks and offer competitive yields. Economists suggest higher subsidies from the RBI might be necessary to make such initiatives at…
India among most resilient emerging markets to global shocks: Moody’s Ratings
Amid global uncertainties, India emerges as a beacon of resilience, ready to tackle potential economic upheavals. Its commitment to early reforms and ample safety nets fortify its economic landscape. With a clear approach to monetary policy and ample foreign …
India notifies 100% foreign investment in insurance sector, LIC limit stays at 20%
The central government has notified 100% Foreign Direct Investment (FDI) in insurance companies under the automatic route, allowing foreign investors to fully invest in the sector without prior approvals, according to a report by ET Now citing agencies.
Why the rupee has fallen steeply
Despite the economy doing well, there was sustained foreign capital outflow which put pressure on the rupee and affected the sentiment around it
Andhra CM Naidu lays foundation for $15 billion Google AI data centre in Vizag
Andhra Pradesh is stepping into the future as Chief Minister N. Chandrababu Naidu unveils a $15 billion collaboration with Google to establish a state-of-the-art AI data centre in Visakhapatnam. This pivotal foreign investment seeks to create an expansive dig…
Google AI data centre Vizag: CM Naidu kickstarts $15 billion push to build AI and cloud hub
Union Minister Ashwini Vaishnaw and Chief Minister N. Chandrababu Naidu attended the foundation stone laying ceremony for Google's AI Data Centre in Visakhapatnam. This project represents a major foreign direct investment in India's technology infrastructure.…