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India makes big moves to attract foreign investments in bonds: How will this impact stock market?
India has unveiled significant measures to attract foreign investment, including tax exemptions on government securities and increased investment limits for overseas investors in equities. These moves aim to bolster market liquidity and stabilize the rupee amidst global volatility. However, the RBI's cautious stance on inflation suggests potential headwinds for rate-sensitive sectors.
Blackstone-backed AirTrunk to invest $30 billion in India, develop 5 GW data centre capacity by 2030
AirTrunk plans a massive investment of over 3 lakh crore rupees in India by 2030. This will develop more than 5 gigawatts of digital infrastructure capacity. The investment, backed by Blackstone and CPPIB, aims to support India's growing cloud and artificial intelligence needs. This significant development is expected to create thousands of jobs and boost India's global standing in technology.
FPI exodus from financials cools, but foreign investors remain net sellers
Global investors reduced their equity stake in India's financial services sector in the latter half of May, selling shares worth ₹5,181 crore. This pace of selling was significantly lower than the first half of the month. Despite overall outflows, the metals sector saw substantial inflows, attracting nearly 60% of foreign investment.
BIT sweeter? India weighs easing treaty rules with safeguards to attract foreign capital
As the world shifts economically, India is set to revamp its investment treaty frameworks. The government is exploring options to simplify the timelines for foreign entities aiming for global arbitration. This proactive step is aimed at enticing foreign investment into the country, while also incorporating safeguards that will preserve India's sovereign policy-making authority and deter any potential exploitation of treaties.
Marcellus launches global equities fund in GIFT City, targets AI, defence and luxury themes
Marcellus Investment Managers has launched a global equities fund through GIFT City, offering Indian investors access to overseas stocks. The fund targets defence, power, AI-led infrastructure and luxury themes, enabling dollar-denominated investing, diversification and exposure to long-term global growth opportunities.
ET Alpha Wealth Summit: Nilesh Shah recommends 4 investment bets that should be part of your portfolio
Kotak Mahindra AMC MD Nilesh Shah has identified four investment avenues for volatile markets: Special Investment Funds, performing credit AIFs, REITs and Gift City-based global products. He believes these options can help investors generate returns beyond traditional equity market gains while improving diversification.
IME Capital's Ashi Anand bets on AI-linked capital goods firms, exits IT and real estate
Ashi Anand, Founder and CEO of IME Capital, said his firm has allocated around 10% of its portfolio to companies connected to global power equipment and infrastructure supply chains serving major international manufacturers. He is also building exposure to the GLP-1 and consumer themes. Anand remains cautious on markets due to geopolitical risks, warning that prolonged disruption around the Strait of Hormuz could push oil prices higher and weigh on India's inflation and trade balance. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Why are FPIs selling if India’s growth story remains strong? Citi's Sue Lee explains
Sue Lee, Head-Markets Asia South at Citi, says geopolitical tensions and the global AI investment boom are diverting capital away from India in the short term, despite the country's strong underlying fundamentals. She believes a robust IPO pipeline could help attract fresh foreign inflows and points to continued investments in manufacturing, AI data centres and Global Capability Centres (GCCs) as evidence of sustained long-term interest in India.
India tops emerging markets list for long-term investors: William Lee
William Lee, Chief Economist and Managing Director of Global Economic Advisors, says strengthening US-India ties, including technology transfers and defence partnerships, are enhancing India's appeal as a long-term investment destination.
Block Deals: Lenskart Solutions, GMR Airports shares to be in focus
Block Deals: SVF II Lightbulb (Cayman), an investment vehicle owned by SoftBank Group, sold 5.65 crore Lenskart shares, representing a 3.25% stake in the company at ₹508.55 apiece, taking the total deal value to ₹2,873.30 crore.
Stocks to buy today: J&K Bank, DMart among top picks by analyst
Stocks to buy today: Jatin Gedia of Teji Mandi Investment has recommended three stocks to buy today - J&K Bank, DMart and Jindal SAW.
‘No better opportunity than India’: Citi's Ernesto Torres Cantu on layoffs, AI, and supply chains
Citi's Cantu said India was unlikely to be affected by global job cuts, while discussing AI rollout, supply chain shifts and foreign investment trends.