foreign investors

Global rates will come down, India certainly to be a top beneficiary: Jose Vinals, Standard Chartered

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Global rates will come down, India certainly to be a top beneficiary: Jose Vinals, Standard Chartered

Indian elections may have sprung a surprise, denying an outright majority on its own to the BJP, but the likelihood of policy continuity and prospects of strong growth through Narendra Modi’s third premiership provide sufficient comfort to international businesses to commit funds here, Jose Vinals, chairman, Standard Chartered, tells Bhaskar Dutta and MC Govardhana Rangan. … Read more

narendra modi: Modi premium for Indian stocks gets a hard look after elections

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narendra modi: Modi premium for Indian stocks gets a hard look after elections

In recent years, investors bullish on Indian equities have cited the promise of policy reforms and rapid economic growth under Prime Minister Narendra Modi to justify its record premium over emerging-market peers. Now, with the leader facing coalition politics after a weaker-than-expected mandate in this week’s national election, the so-called Modi premium is under scrutiny. … Read more

foreign institutional investors: FIIs sell shares worth Rs 6,868 crore on Thursday; DIIs net buyers at Rs 3,718 crore

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foreign institutional investors: FIIs sell shares worth Rs 6,868 crore on Thursday; DIIs net buyers at Rs 3,718 crore

Foreign institutional investors (FIIs) continued their selling spree on Thursday, offloading Indian equities worth Rs 6,867.72 crore even as domestic buyers remained net buyers at Rs 3,718.38 crore. Notwithstanding the sell-off by foreign investors, Indian headline indices on Thursday ended in the green for the second day in a row aided by strong gains in … Read more

Saurabh Mukherjea: Election outcomes won’t disrupt India’s economic stability: Saurabh Mukherjea

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Saurabh Mukherjea: Election outcomes won’t disrupt India’s economic stability: Saurabh Mukherjea

“We have been through a variety of political dispensations in the last three decades and growth has been in the 6-7% area. India rarely grows much faster than 7% and rarely grows much slower than 6%,” says Saurabh Mukherjea, Marcellus Investment Managers. Tell us what exactly were the conversations like when you were sitting far … Read more

FPIs: FPIs dump financial services stocks worth $6.6 billion in 2024 as sector looks less rosy

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FPIs: FPIs dump financial services stocks worth .6 billion in 2024 as sector looks less rosy

FPIs have been net sellers of financial services stocks in six out of eight fortnights since the start of 2024. Consequently, the weight of the financial services sector dropped to a multi-year low of 28.28% on May 15. Synopsis National Securities Depository Ltd (NSDL) data showed foreign portfolio investors (FPIs) sold financial services stocks worth … Read more

bond: Global bond play: With depth will come volatility, too

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bond: Global bond play: With depth will come volatility, too

Mumbai: Foreign investors will welcome the depth and liquidity of the local market as India begins to feature on global bond indices, but once overseas ownership crosses a point, local dealers will have to contend with a new landscape of volatility that worldwide interconnectedness brings, a Bank of America trading veteran said. Vikas Jain, head … Read more

Portfolio: We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal

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Portfolio: We would keep 12-15% cash and wait for stocks that would outperform over next 12 months: Sandip Sabharwal

Sandip Sabharwal, asksandipsabharwal.com, says “the markets have corrected and people are correlating it to what might happen in the election. I do not think that is the right way to do it. I think markets fall under their own weight when they become overweight. So, the Indian market became overweight and is correcting a bit. … Read more

JPMorgan: JPMorgan says India index inclusion on track, most clients ready

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JPMorgan: JPMorgan says India index inclusion on track, most clients ready

JPMorgan Chase & Co. is on track to include India in its emerging market debt index from June with most of its clients ready to trade, according to the firm’s global head of index research. “Based on the annual Index Governance Consultation process, market feedback so far has been largely positive, with the majority of … Read more

FOMC meeting: Fed meeting outcome today: How it may impact Indian stock market

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FOMC meeting: Fed meeting outcome today: How it may impact Indian stock market

Millions of investors across the globe will have their eyes glued to their screens tonight when the Federal Open Market Committee meeting gets underway. At stake is the answer to the trillion-dollar question of whether the Federal Reserve — in its wisdom —will decide to keep the interest rates higher for longer, or will it, … Read more

g-sec: India-US g-sec yield gap at all-time low, yet there’s no stopping inflows

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g-sec: India-US g-sec yield gap at all-time low, yet there’s no stopping inflows

Mumbai: The interest rate differential between domestic and US sovereign bonds has shrunk to its lowest levels in at least 17 years, an occurrence that textbook theory says should drive foreign capital out of India. Overseas investors, however, are in no mood to shun the world’s fastest-growing major economy. If anything, an improvement in India’s … Read more