In this insightful conversation, Kalwani outlines how NRIs can reposition their portfolios with a focus on long-short equity strategies, precious metals like gold and silver, and India’s growing appeal as a manufacturing and investment hub.
Rupee at risk? BOP pressure, oil shock and capital flows hold the key, says Rahul Bajoria
The Indian rupee faces potential weakening to 94 against the US dollar by mid-2026 due to rising oil prices and a widening current account deficit.