Meet the FPI Players

June’s Record Bond Rush

Three Drivers Explained

Rupee Stability Boost

Bloomberg Index Bet

Tax Break Tailwind

Why Stocks Are Bleeding

Reserves Quirk and Risks

Interview Takeaways and Wrap

Foreign capital is back in India — but not the way it used to be. In June, overseas funds poured a record Rs 41,773 crore into Indian government debt, even as they pulled nearly Rs 49,340 crore out of equities. What's driving this split? A stabilising rupee, tax breaks on bond returns, and hopes that India will finally enter Bloomberg's global bond index. But risks remain — a hawkish Fed, a deferred index decision, or weak Q1 earnings could change everything fast. ET's Rozebud Gonsalves breaks down what this debt-versus-equity divide really means for India's markets and the rupee.



You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like:ET Deep Dive: Swipe Left on Reality,India wants manufacturing at 25% of GDP — will AI in factories help?, Tanay Kothari Wants To Kill The Keyboard,From Doer to Director: The LinkedIn Playbook for the AI Agea, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  and much more.

 

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

Foreign capital is back in India &mdash; but not the way it used to be. In June, overseas funds poured a record Rs 41,773 crore into Indian government debt, even as they pulled nearly Rs 49,340 crore out of equities. What's driving this split? A stabilising rupee, tax breaks on bond returns, and hopes that India will finally enter Bloomberg's global bond index. But risks remain &mdash; a hawkish Fed, a deferred index decision, or weak Q1 earnings could change everything fast. ET's Rozebud Gonsalves breaks down what this debt-versus-equity divide really means for India's markets and the rupee. 
You can follow Anirban Chowdhury on his social media:<a href="https://twitter.com/AnirbanET"> X</a> and<a href="https://www.linkedin.com/in/anirban-chowdhury-b5067219/"> Linkedin </a>Check out other interesting episodes like:<a href="https://podcasts.apple.com/in/podcast/et-deep-dive-swipe-left-on-reality/id1568661777?i=1000763614435&amp;l=te">ET Deep Dive: Swipe Left on Reality</a>,<a href="https://podcasts.apple.com/in/podcast/india-wants-manufacturing-at-25-of-gdp-will-ai-in/id1568661777?i=1000760758322">India wants manufacturing at 25% of GDP &mdash; will AI in factories help?</a>, <a href="https://podcasts.apple.com/us/podcast/tanay-kothari-wants-to-kill-the-keyboard/id1568661777?i=1000758892178">Tanay Kothari Wants To Kill The Keyboard</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000738205536"> </a><a href="https://podcasts.apple.com/in/podcast/from-doer-to-director-the-linkedin-playbook-for-the-ai-age/id1568661777?i=1000756242616">From Doer to Director: The LinkedIn Playbook for the AI Agea</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000756051799">Semaglutide Goes Generic: Big Pharma&rsquo;s Moat Breaks</a>&nbsp; and<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> much more</a>.
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Catch the latest episode of &lsquo;The Morning Brief&rsquo; on<a href="https://economictimes.indiatimes.com/podcast?from=mdr"> The Economic Times Online</a>,<a href="https://open.spotify.com/show/6PL5kfPbwURBEu6fHCVTOL?si=26ec0fbfa7134fea"> Spotify</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> Apple Podcasts</a>,<a href="https://www.jiosaavn.com/shows/the-morning-brief/1/GNPiFQD2xpY_"> JioSaavn</a>,<a href="https://music.amazon.in/podcasts/f378141f-9afb-495d-83da-9b08ec5047ac/the-morning-brief"> Amazon Music</a> and<a href="https://www.youtube.com/@theetpodcasts"> Youtube</a>.

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.