Overseas fund managers have reduced bearish derivative bets on India, moving from near-lifetime lows as market pessimism eases. However, they remain cautious, retaining significant short positions due to ongoing AI trade uncertainties on Wall Street. This cautious approach is reflected in the fluctuating Long-Short Ratio of FPIs’ Nifty futures.
End of rate cuts, ample liquidity: Why short-end yields above 7% look attractive, says Devang Shah
Fixed income investors should recalibrate strategies as RBI nears the end of its rate-cut cycle. With comfortable liquidity and low rate hike probability, short-term AAA
February 16, 2026