For six long months, the rupee lived under a cloud. This wasn’t a mild drizzle of bad news — it was a policy storm triggered by a 50% U.S. tariff on Indian imports. USD/INR stopped trading on charts alone and began reacting to headlines, speeches, posts, and policy surprises. From the relatively calm 86–87 zone,…
India has gone from fund managers’ top Asian stock market pick to their least preferred in just three months amid US President Donald Trump’s tariff escalation, according to a Bank of America Corp. survey. In the most recent fund manager survey, 30% said they are underweight on India, followed by 20% for Thailand and 10%…
Foreign Institutional Investors (FIIs) have turned net buyers over the past eight sessions, buying Indian equities worth Rs 32,466.4 crore. While on a month-to-date basis, they remain net sellers at Rs 5,678 crore, they have chipped in thick and fast to narrow the gap. The turnaround has been following a 90-day pause in reciprocal tariffs…