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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.
ideaForge hits the roof as board clears Rs 500 crore capital raise
ideaForge Technology hit an upper limit of 5% at Rs 898.60 after the drone manufacturer announced plans to raise up to Rs 500 crore through various capital market instruments.
Global companies exploit India's IPO boom to take profits back home
Sky-high Indian valuations are prompting foreign firms to use IPOs for partial exits and profit repatriation, with many preferring cashing out investments over raising fresh capital for expansion
'Hero will benefit if fuel efficiency is top of mind': Hero MotoCorp CEO
Hero MotoCorp reports no domestic demand slump despite global challenges. The company is aggressively expanding its operations. CEO Harshavardhan Chitale expresses confidence in India's economic resilience. Hero MotoCorp is focusing on growing segments like scooters, premium motorcycles, and electric vehicles. Significant capital expenditure is planned for capacity expansion and new product launches in domestic and international markets.
FIA flags concerns over Sebi's revised net worth norms for brokers
The global derivatives industry body says client balances should not be treated as a proxy for broker risk and warns that higher capital requirements could increase costs
India's Economy Shows Resilience Amid Global Uncertainty, Driven by Strong Domestic Demand and Services Exports
The Purchasing Managers Index (PMI) for manufacturing rose to a four-month high of 56.9 in February 2026 while the services PMI stood at 58.1. This indicates sustained expansion across both sectors. Industrial activity was supported by strong performance in domestic demand-driven segments such as steel and cement, with steel production growing by 7.2% and cement output by 9.3% in February 2026. This reflects continued infrastructure momentum and public capital expenditure support.
India's earnings outlook is healthy, but AI boom draws global investors elsewhere: Morgan Stanley
Jonathan Garner, Chief Asia and Emerging Market Equity Strategist at Morgan Stanley, said passive funds that track benchmark indices are increasingly allocating capital to Taiwan and South Korea, where earnings momentum is strongest, while reducing exposure to India and China due to relatively weaker earnings growth.
Which sectors are expensive & which are cheap? PL Capital's valuation guide
PL Capital says defence, power and capital goods stocks remain richly valued, while IT, retail, hotels and real estate trade below historical averages
Govt weighs tax cuts to boost foreign bond inflows: Report
India is set to boost foreign investment soon. The government plans to cut taxes on global funds investing in Indian bonds. Ownership limits on certain bonds may also be removed. These measures aim to attract more capital. The Reserve Bank of India is expected to allow unlimited access to some long-term government bonds for overseas investors.
BofA sees FY27 earnings growth slowing to 8.5%; capex outlook stays strong
Amish Shah, Head of India Research at Bank of America Global Research, said higher commodity prices, the West Asia conflict and rising inflation could put pressure on growth and earnings in the first half of FY27. However, he believes the government is unlikely to reduce capital expenditure despite fiscal concerns. Shah also highlighted long-term opportunities in sectors linked to energy security, electric vehicles, defence, AI investments and data centres.
Kotak’s Nilesh Shah calls for easier access to India for global investors through GIFT City
Nilesh Shah, Managing Director of Kotak Mahindra AMC, said India should enable omnibus investment structures through GIFT City to make investing easier for global investors and NRIs. Speaking alongside industry leaders including Navneet Munot, MD & CEO of HDFC AMC, Shah argued that requiring individual PAN registration creates friction for overseas investors. Participants also called for simpler onboarding, digital KYC processes and stronger promotion of India as a destination for long-term capital.
Canara Bank board approves ₹8,500 crore fundraising plan for FY27
Canara Bank’s board has approved an ₹8,500 crore fundraising plan for FY27 through Basel III-compliant AT1 and Tier II bonds, aimed at strengthening capital buffers and supporting future growth.