Paradise was unendurable, otherwise the first man would have adapted to it , this world is no less so, since here we regret paradise or anticipate another one. What to do? where to go? Do nothing and go nowhere, easy enough. - Emil Cioran
@FanCode there is issue with your desktop website while full screening the f1 stream , while on normal view it works normal all thought the audio seems low quality but while in full screen almost 20% of the stream from the top and 20% from the bottom is gone . please fix it
Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR:
Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help.
On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead.
He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows.
If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.