Cameron Brandt says that tremendous interest was seen over the past 18 months for dedicated India equity funds domiciled in Japan and those flows have just rolled over so that suggests to me that there may be more to come. Despite the significant unwinding of the carry trade, the prompt Bank of Japan signalling resulted in quite a few trades not unwinding.
Banks unlikely to reduce deposit rates despite RBI easing
Following the latest repo rate decrease, bankers foresee only slight adjustments to deposit rates. The landscape, characterized by sluggish savings yields and elevated credit-deposit ratios,
December 8, 2025