Overseas investors reduced bearish derivative bets on India to their lowest since the West Asia conflict, as a market rebound prompted short position liquidations. The long-short ratio for Nifty futures rose to 22%, indicating a cautious optimism. Further shifts depend on US-Iran talks, earnings, and currency stability.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.