Foreign funds are pouring into India’s government bond market at a record pace this month, driven by tax exemptions on interest and capital gains, a wider investment basket, and relaxed limits. These measures, coupled with a stable rupee and calmer geopolitics, have spurred significant inflows, with continued momentum dependent on global factors and potential inclusion in major bond indices.
Largecaps look better as smallcaps price in strong growth: Franklin Templeton’s Arihant Jain
Largecap stocks offer a better risk-reward balance than mid- and small-caps as higher growth expectations are already priced into smaller companies, according to Arihant Jain
September 6, 2026