Expectations from the budget are limited as it often excites markets but rarely delivers major changes, with taxation and strategic decisions increasingly happening outside it, says Shridatta Bhandwaldar, CIO-equities at anara Robeco AMC
7 min read12 Jan 2026While a trade deal will help at the margin, according to Rohit Arora, head of Asia FX & rates strategy at UBS, a key factor limiting any sustained rupee recovery will be the recent drawdown of the Reserve Bank of India's foreign exchange reserves.
1 min read7 Jan 2026Saudi Arabia opened its equities to all foreign investors, the latest step in the kingdom’s efforts to boost flows into the Middle East’s largest market.
2 min read7 Jan 2026Sankaran Naren from ICICI Prudential Mutual Fund suggests investors consider equity schemes and asset allocation with a focus on equities, while exercising caution in precious metals. He emphasizes the potential for moderate market returns due to high valuations and ongoing equity supply.
4 min read6 Jan 2026Foreign portfolio investors started 2026 by withdrawing ₹7,608 crore from Indian equities, continuing the selling trend from 2025. Despite this, experts believe improving domestic fundamentals may attract net foreign inflows later in the year as equity valuations stabilize.
2 min read4 Jan 2026Although FPIs sold shares in cash markets in six of the eleven years through 2025, their interest in IPOs has resulted in them being overall net buyers of domestic shares totalling ₹2.44 trillion since 2015.
3 min read31 Dec 2025While the Sensex heads for its second consecutive December loss, strong domestic institutional buying has cushioned markets, offsetting foreign outflows and shielding investors from sharper global-driven declines.
4 min read25 Dec 2025After a year of record foreign investments into Indian lenders, the question is whether older, mid-sized private sector banks will finally see meaningful global capital inflows in 2026. Mint got experts to list the variables before such investment decisions and which mid-tier lenders could win.
4 min read20 Dec 2025Provisions in the Republican budget are a dangerous step
3 min read18 Dec 2025Franklin Templeton Institute's Stephen Dover on US recession fears, diversification beyond AI and why India stands out among emerging markets.
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