FIIs sold Indian equities worth ₹1.16 lakh crore in 2025, but Helios Capital Management’s founder & fund manager Samir Arora calls it marginal rebalancing. Arora stressed FIIs’ $750 billion India exposure and IPO/QIP investments reflect confidence despite near-term market underperformance and global trade concerns. He said that there is nothing wrong with the FII/FPI selling.
Nilesh Shah says China’s $1 trillion trade surplus is built on an undervalued Yuan, not just on innovation and competitiveness
Kotak MF’s Nilesh Shah says China’s trade surplus topping $1 trillion in 11 months is not just due to innovation and competitiveness, but also a