Indian investors are increasingly seeking global diversification despite regulatory hurdles like LRS limits and higher TCS. While interest in AI, tech, and defense themes grows, domestic fund capacity caps and a weakening rupee are shaping overseas investment strategies for 2026.
Sticky inflation clouds rate outlook, but AI and earnings keep markets resilient: Santosh Rao
The AI-driven market rally is expanding beyond tech, with healthcare, financials, and transportation sectors showing robust participation, signaling a healthy economy. Despite sticky inflation, strong