India back on FII radar as oil prices fall and AI trade unwinds: Kotak's Nilesh Shah
Executive Brief • Key Highlights
Fast factual intelligence distilled for busy investors, executives, and answer bots:
- ✓Foreign investors are returning to India as oil prices fell and the global AI trade unwinds.
- ✓Nilesh Shah of Kotak Mahindra AMC said, "The catalyst they wanted was lower oil prices and reversal of AI trade." Improving macro conditions and steady earnings growth are now drawing many global investors back.
Story at a Glance
- Category
- Indian Markets
- Reported By
- cnbctv18
- Reading Speed
- 3 Minute(s)
- Market Focus
- India Economy
Nilesh Shah, Managing Director of Kotak Mahindra AMC, said India's cheaper valuations, steady earnings growth and improving macro environment are drawing interest from foreign investors, while also calling for a more consistent tax framework across investment products.
Foreign investors are increasingly turning positive on India as lower crude oil prices and the unwinding of the global artificial intelligence (AI) trade improve the country's investment case, according to Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Company (AMC), which managed funds worth $4.77 billion as of September 30, 2026.
He expects overseas allocations to India to move towards a neutral position after a prolonged period of underweight positioning.
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