FOREIGN INVESTMENT
The K-pop cash flow: South Korean beats power India's FDI remix
South Korean President Lee Jae Myung's visit to New Delhi signals India's strategic push for large-scale FDI in advanced manufacturing and technology. Discussions focused on deepening capital flows, particularly in semiconductors, shipbuilding, and energy, aiming to position India as a preferred investment base amidst global supply chain shifts.
Domestic investors, REITs drive record $5.1 billion inflows into Indian real estate in Q1
India’s real estate sector recorded strong momentum, with investments hitting a record $5.1 billion in the January–March quarter, driven mainly by domestic investors and rising REIT activity. Capital was largely directed toward office assets and mixed-use development in major cities, reflecting sustained confidence despite global uncertainties.
Short-term fluctuations, including FDI outflows closely monitored: RBI's Sanjay Malhotra
RBI Governor Sanjay Malhotra addressed financial leaders in New York, assuring them that short-term economic fluctuations are being closely watched. He detailed ongoing reforms aimed at boosting foreign investment and market integration. The Reserve Bank highlighted India's robust economic fundamentals, including low inflation and strong forex reserves, positioning the nation as a rapidly growing global economy.
Capital inflows in Indian real estate rise 72% to record $5.1 bn in January-March: CBRE
Of the total capital inflows during January-March, real estate developers constituted around 42 per cent, closely followed by REITs at about 40 per cent. Investments by REITs surpassed USD 2 billion.
Income Tax dept seeks details from NRIs, offshore firms on unlisted share deals, flags valuation and fund source concerns
India’s tax department has asked NRIs and offshore entities to justify investments in unlisted shares, seeking details on fund sources and valuations. Using demat data, authorities are probing deals from 2019–23 for potential tax evasion, round-tripping and money laundering, with non-compliance likely to trigger scrutiny, tax demands and litigation.
It's not just war that brought rupee down, it needs better support
The West Asia conflict has accelerated INR depreciation, necessitating a rethink of India's economic fundamentals. Short-term measures include raising domestic interest rates and equalizing onshore tax regulations for asset classes. Longer-term, building world-class universities, encouraging local tourism, and potentially redesigning the INR symbol are proposed to foster resilience and economic growth.
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Global Markets | South Korea's KOSPI rises to record high as chipmakers surge on export boom
South Korea's KOSPI index reached an all-time high, surpassing its previous peak, driven by a surge in chipmakers following robust export data. Semiconductor sales saw a significant increase, boosting investor sentiment ahead of key corporate earnings reports. The market is closely watching upcoming results from major players like SK Hynix and Samsung Electronics.
Chinese proverb of the day: “When standing under someone else’s eaves, you must....” How this powerful ancient Chinese saying explains modern China’s rise— where success comes from.....
Chinese proverb of the day explains modern China’s rise with striking clarity. China’s GDP jumped from $191 billion in 1980 to over $17 trillion today. That growth followed strategy, not speed. The Chinese proverb of the day shows why adaptation matters in global systems. China entered global trade and followed rules early. It joined the World Trade Organization in 2001 and expanded exports fast. The Chinese proverb of the day proves humility can drive long-term power. Today, China leads global manufacturing and supply chains. This ancient Chinese proverb now defines modern strategy, economic growth, and global dominance.
FIIs bought 120 Indian stocks in Q4 amid Rs 1.3 lakh crore exodus. What's special about them?
Despite a significant Rs 1.3 lakh cr exodus in Q4, Foreign Institutional Investors selectively increased stakes in 120 Indian stocks. These companies are linked to domestic growth, balance sheet strength or niche industry leadership, indicating continued capital deployment in specific attractive pockets.
India growth resilient, markets near correction: HDFC Securities
India's economy is set for robust growth. Real GDP is projected at 6.5 percent for FY26-FY27. Nominal GDP will expand between 10 to 11 percent. Inflation is expected to ease to 4.5 percent. Fiscal deficit targets are set at 4.3 percent. Retail investor participation remains strong. Markets may be nearing the bottom of the current correction cycle.
MMRDA secures 216 acres in Raigad for Mumbai 3.0 project through participatory model
Mumbai 3.0 project is underway with MMRDA securing 216 acres in Raigad district. This marks a significant step in a new participatory development model. Landowners are offered various compensation options. The project aims to create a new economic hub with advanced infrastructure. It is expected to generate substantial employment and attract investment, shaping a new urban future for the region.
Indian market faces AI narrative problem; it'll be smallcaps over largecaps for next 5 years: Manish Gunwani
Indian stock market valuations are attractive. However, global investor focus on Artificial Intelligence is diverting capital away from emerging markets like India. Foreign institutional investor flows are expected to remain subdued unless the AI theme slows or India implements significant structural reforms. Bandhan AMC is investing in manufacturing exporters and metals. The IT sector faces a long-term slowdown.
FII selling fuels trading spikes but clouds medium-term growth outlook for Groww
Groww reports strong profit and revenue growth. However, foreign investor selling and global tensions create a mixed market. This boosts short-term trading activity on the platform. But sustained foreign selling could slow new user growth and asset inflows in the medium term. The company manages these market dynamics.
South Korea's Lee Jae-myung in India for talks on shipping, AI
South Korean President Lee Jae-myung received a red-carpet welcome in New Delhi for talks with Prime Minister Narendra Modi. Discussions focused on shipbuilding, AI, semiconductors, and critical technologies, aiming to strengthen their strategic partnership amidst global economic instability. Both leaders also addressed regional peace and bolstering their economic cooperation.
Nvidia rival Cerebras discloses US IPO filing as AI boom drives listings
Cerebras Systems revealed its filing for a US initial public offering on Friday, bringing the Nvidia rival closer to the public markets as it seeks to tap into growing optimism around a broad revival in the listings market.
Singapore emerges as top FDI source in Apr-Dec FY26, high inflows from tax havens
Singapore emerged as the top source of FDI equity inflows into India during April-December FY26, contributing $17.6 billion. The US and Mauritius followed, with significant investments also noted from tax havens like the Cayman Islands and Cyprus. Computer Software & Hardware and the Services Sector were the most attractive investment destinations.
India seen as stable global capital hub with $4.4 trillion market cap: SEBI chief
India is increasingly recognized as a stable global capital hub with its market capitalization reaching USD 4.4 trillion and a total of USD 154 billion raised through equity and debt markets in FY26, according to Securities and Exchange Board of India (SEBI) Chairman Tuhin Kanta Pandey.
FIIs grow more wary of India as FX curbs hit bonds, earnings risks haunt equities
Foreign investors face higher costs and complexity hedging against rupee swings due to India's forex rules. This, coupled with war-related earnings concerns, is impacting Indian bonds and equities. Overseas investors have sold Indian government debt and shares. Lingering currency stability worries and high oil prices are dampening sentiment.
Global Markets | South Korean shares hit highest since late February, chipmakers jump
South Korean stock markets surged on Thursday, reaching their highest point since late February. This rally was fueled by optimism surrounding a potential U.S.-Iran deal to end the war. Strong earnings from Taiwanese chipmaker TSMC also propelled South Korean chipmakers like Samsung Electronics and SK Hynix higher. The benchmark KOSPI index saw a significant increase, reflecting positive investor sentiment.
Volatility expectations, hedging costs ease as Mideast hopes bolster RBI's rupee steps
Positive developments in U.S.-Iran peace talks and the Reserve Bank of India's recent measures are easing pressure on the Indian rupee. Hedging costs and volatility expectations have significantly dropped, indicating reduced market anxiety. While the rupee has recovered from its recent low, sustained improvement hinges on trade and investment flows amidst a widening current account deficit and capital flow weakness.
Who was Mark Mobius and why was the $40 billion India bull famous as ‘Indiana Jones of emerging markets’
Mark Mobius, a renowned investor, passed away at 89. He was a global champion for emerging markets, especially India. Mobius saw opportunity where others saw risk. He traveled extensively, visiting factories and meeting business leaders. His conviction helped attract billions to markets previously considered too volatile. Mobius believed in understanding markets through their people.
Global Market Updates | Japan stocks draw record foreign inflows on optimism over US-Iran resolution
Record foreign inflows into Japan’s markets highlight renewed investor confidence, driven by easing geopolitical tensions and hopes of a US-Iran resolution lifting global sentiment.
Switzerland plans stricter rules for real estate purchases by foreigners
Switzerland plans to restrict foreign property purchases. New rules will require permits for non-EU/EFTA citizens buying main residences. These homes must be sold if they leave the country. Commercial property for rent or investment will also be barred for such nationals. Holiday home purchases face tighter quotas and resale rules. These changes address housing shortages and population growth concerns.
India's 30-year economic model is over; time to pivot from IT to manufacturing: Saurabh Mukherjea
Saurabh Mukherjea believes India's long-standing economic model is concluding. He anticipates rising inflation and a weakening rupee impacting consumer spending. Interest rate hikes are also expected, posing challenges for lenders. The focus is shifting towards manufacturing exports, benefiting from global trends. This transition presents new investment opportunities in specific export-oriented sectors.
Chevron, Shell to sign agreements for oil, gas areas in Venezuela, sources say
Chevron is set to sign agreements to return a gas field in Venezuela and expand operations in the Orinoco heavy crude belt, while Shell prepares to operate the Loran gas field. The deals reflect Venezuela’s push to attract foreign energy investment following major hydrocarbon law reforms and sanctions easing.
Net FDI inflows dip, investors opting for Mexico, Vietnam
Officials and experts attribute this trend to the country having to compete with Mexico, Poland, and Vietnam, a preferred part of investors' nearshoring and friendshoring policies after the Covid pandemic, and the US cornering a large share of tech-related investments.
Sebi chief flags India’s openness to global capital
India continues to attract global investors. Sebi chief Tuhin Kanta Pandey highlighted India's strong economic fundamentals and welcoming regulatory environment. Recent measures simplify foreign investor registration and enhance market stability. Digital platforms and growing domestic investment also contribute to market depth. India remains open to global capital.
Foreign investors pour $18.65 billion into Japanese stocks on return after three weeks
Japanese stocks witnessed a huge influx of foreign funds in the week through April 4, a turnaround from three successive weeks of selling, with investor sentiment stabilizing ahead of a ceasefire in the Iran war.
India doing better than Asian peers, well placed to attract more foreign investment: RBI
India's economy shows strong resilience, outperforming other Asian nations. Central bank governor Sanjay Malhotra highlighted attractive valuations and growth potential, positioning India for increased overseas investment. The nation is projected for robust GDP expansion, making it a prime investment destination. Fiscal and monetary policies will drive growth and manage price pressures.
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