Foreign investors continued to offload Indian government bonds in June, albeit at a slower pace compared to the previous two months, influenced by the RBI’s policy shift and global risk aversion. Despite inflows since June 2024, factors like rising oil prices, geopolitical tensions, and a weakening rupee contributed to the outflows.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while