Overseas fund managers have reduced bearish derivative bets on India, moving from near-lifetime lows as market pessimism eases. However, they remain cautious, retaining significant short positions due to ongoing AI trade uncertainties on Wall Street. This cautious approach is reflected in the fluctuating Long-Short Ratio of FPIs’ Nifty futures.Read More
Foreign Portfolio Investors (FPIs) staged a sharp turnaround in early February, pumping Rs 19,675 crore into Indian equities in the first fortnight, supported by the US-India trade deal and easing global macro concerns.Read More
On the other hand, geopolitical risks are still high. Global risk indicators continue to show heightened concerns around interstate tensions and geoeconomic confrontation through 2026. Such uncertainty can keep volatility high in commodity markets—even if spot prices are taking a breather.Read More
India’s recent trade agreements signal a strategic shift toward competitiveness-led global integration. By improving tariff parity and market access with major economies, India is strengthening export visibility, funding its current account deficit sustainably, and positioning itself as a key participant in global manufacturing and services supply chains.Read More
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