Big Money’s Mood Swings: Explaining the FII Flight
In this episode, we dive into why foreign investors have been quietly pulling billions out of India’s stock markets even as they talk up the country’s growth potential. We break down the main drivers: stock prices are high compared to history and other Asian markets, corporate earnings growth has slowed, the rupee has weakened, and economic activity has lost some steam. And then came the curveball hefty U.S. tariffs on Indian exports. This unexpected move has rattled investors already on the edge. While strong domestic inflows from Indian investors have helped steady the market…
The skinny
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