first, and how much will already have happened by then.

#SalienceBias #FPIFlows #HousingAffordability

stesse il titolo. La domanda ora è quale di esse verrà notata per prima, e quanto sarà già accaduto per allora.

#SalienceBias #FPIFlows #HousingAffordability

by Indian fundamentals or pushed by the temporary absence of anything better elsewhere. The trade-off is that the first survives a repricing of rates in the West and the second does not. The question now is which one August was.

#FPIFlows #IndiaMarkets #SebiRegulation

#RecencyBias #FPIFlows #IndianBank

Relief rally is losing steam as Trump tariffs, slowing profits, and weak policy space cast a shadow over India’s market valuations.

Dhananjay Sinha writes for BasisPoint.

Read the article to know more👇

#MarketRally #IndiaStocks #TariffShock #EarningsDip #NiftyWatch #FPIFlows #TradeHeadwinds

Foreign portfolio investors have returned to Indian equities, but their motivations raise questions. Is India really a priority, or just a hedge?

FPIs Still Dance To Dollar’s Tune; Is India Merely A Fallback, writes Manoj Rane : basispointinsight.com/Story/Market...

#FPIFlows #DollarDominance

than reacting to each headline. The emotional impulse to act during uncertainty often conflicts with evidence that patience typically outperforms reactive trading during geopolitical negotiations. #IndiaUS #FPIFlows #TradeNegotiations

#INRRupee #RBI #BondMarkets #EmergingMarkets #USFed #QuantitativeEasing #MacroEconomics #InvestmentStrategy #IndiaGrowth #FinancialMarkets #FPIFlows #CurrencyMarkets #FedPolicy #EconomicScenario

Der emotionale Impuls, während Unsicherheit zu handeln, steht oft im Widerspruch zu Belegen, dass Geduld während geopolitischer Verhandlungen typischerweise reaktiven Handel übertrifft.

#IndienUSA #FPIFlows #Handelsverhandlungen