Sunil Koul of Goldman Sachs says FIIs are shifting focus towards China, causing outflows from India. FII allocations in India are still at 11-year low. However, strong Indian fundamentals are counterbalancing the outflows and there is a positive outlook post-election. DIIs are stabilising the market as emerging market appear attractive for investment.
Global sentiment shift reflects depth of tariff war fatigue: Seth R Freeman
Seth R Freeman from GlassRatner Advisory suggests that long-dated bond yields might slightly decline, offering temporary relief amidst ongoing uncertainty. The US court’s tariff setback,
May 29, 2025