About this episode

The episode discusses the recent trend of foreign capital favoring Indian government debt over equities and the factors influencing this shift.

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 . See…

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