It’s a well formulated scheme. The central bank will cover the exchange risk that banks otherwise bear if they hold NRIs’ dollar deposits, even if their rates are capped while debt yields abroad are high. Could the yen carry trade help?
4 min read11 Jun 2026Analysts see signs of a market bottom as FPI long-short ratio falls to a deeply oversold 7.58%, with bearish futures positions hovering near record highs seen in March. A global anti-AI trade for now and possible peace prospects in West Asia could be the silver linings for India.
3 min read9 Jun 2026Introduced in 2020, FAR was designed to facilitate greater foreign participation in India’s sovereign debt market by exempting designated securities from investment ceilings.
5 min read5 Jun 2026India’s economy must attract more inflows of capital to see off a ‘perfect storm’ of risks. And global investors may need the assurance that the country’s policy moves will broadly be market oriented. Here's what could be done—and what mustn’t.
3 min read2 Jun 2026Geopolitical tensions and high crude oil prices pressure Indian equities, while global markets hit record highs driven by AI stocks. South Korea's KOSPI and Japan's Nikkei perform strongly, but Indian markets lag due to low AI investment and weak earnings growth.
2 min read27 May 2026There is a debate that a surge in retail investments through SIPs has provided foreign portfolio investors a smooth exit from Indian equities, leading to significant currency pressures.
3 min read25 May 2026As per NSDL data, FPIs have sold Indian equities worth over ₹2,20,000 crore so far in 2026, after offloading ₹1,66,286 crore in equities last year. Equity benchmark Nifty 50 is down 3% over the last year, while the S&P 500 has jumped over 27%.
4 min read22 May 2026CNI InfoXchange analyzes the potential for Nifty 50 to hit 42,000 by 2028 amidst geopolitical uncertainties. With a projection of significant market growth and key economic factors at play, this report dives into what it would take for the benchmark index to achieve this ambitious target.
3 min read20 May 2026An exodus of foreign capital despite India’s robust macro indicators is an ‘out of syllabus’ puzzle in need of a response that goes beyond the textbook. Yield spreads between rupee and dollar assets must widen, Indian equities need a price correction and taxes on capital gains must ease.
4 min read14 May 2026Amid growing traction of its weekly index options, BSE sees a sharp rise in foreign portfolio investor registrations; now targeting longer-dated contracts to deepen market liquidity, says MD & CEO.
2 min read8 May 2026Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.