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Market move▼ Bearish for Indian equities
Foreign capital is slipping away. Can India lure investors back?
The brief
- FPI outflows are rising as India faces a tougher battle for foreign capital
- Global investors are shifting money towards AI, semiconductors and manufacturing hubs
- FPI selling can pressure Indian equities; capital shifts may favour domestic AI, semiconductor and manufacturing plays
- Broadcom to lend Anthropic up to $42 billion to lease its chips, filing says
- Micron’s AI-driven outlook; Nike to report
- Infineon Eyes Thailand as Potential Semiconductor Production Hub
- Tencent reportedly leases 100,000 AI chips from Oracle under five-year deal
- Huawei unveils Mate 90 phones, leans on homegrown chip design to offset US curbs
Foreign investor flows in Indian equities
Bernstein expects foreign institutional investor flows to remain flat to modestly positive over the next 12 months, while reports say foreign investors withdrew about $40 billion from Indian equities over two years. NSE chief Ashish Chauhan said withdrawals could reverse when the AI boom peaks; Barclays CEO C.S. Venkatakrishnan cited a possible shift of global capital outside the US as a route…
Thursday, 1 October
- Foreign capital is slipping away. Can India lure investors back?