Try GOLD - Free
‘FPIs see India as a core & strategic allocation’
Financial Express Lucknow
|October 30, 2025
Next multi-baggers will come not from momentum or leverage, but from patient compounding in businesses that scale with India’s domestic demand, Siddharth Mehta, founder & chief allocator (CIO) of Bay Capital, tells Nesil Staney in an interview.
He also speaks about regulatory reforms, FPI stance on India, fund flows, and emerging themes in Indian markets. Excerpts:
Is financial netting needed in Indian markets?
Absolutely. Allowing financial netting for FPIs is a natural next step in the maturation of Indian markets. It would enhance efficiency, reduce transaction costs, and improve liquidity — all of which ultimately deepen participation. As India integrates further with global capital markets, regulatory frameworks must evolve to reflect the sophistication of our investor base. FPIs, at present, are long-term allocators of capital, not just traders. By facilitating netting and risk management mechanisms, India signals confidence in its institutional framework and encourages more stable foreign participation.
Beyond currency value, what drives FPI flows? How does India compare now to other EMs?
This story is from the October 30, 2025 edition of Financial Express Lucknow.
Subscribe to Magzter GOLD to access thousands of curated premium stories, and 10,000+ magazines and newspapers.
Already a subscriber? Sign In
MORE STORIES FROM Financial Express Lucknow
Financial Express Lucknow
Bajaj Fin sees 27% growth in festive loan disbursals
BAJAJ FINANCE, A part of Bajaj Finserv, on Tuesday said it disbursed a record number of consumer loans in the festive season, registering a 27% growth in volume and 29% in value year-on-year.
1 min
November 05, 2025
Financial Express Lucknow
Exporters seek interest relief, faster GST refunds
INDIA’S EXPORTERS, IN a recent meeting with Prime Minister Narendra Modi, have asked for support that will help mitigate the adverse fallout of extra tariffs that their shipments to the US face, when compared to main competitors.
3 mins
November 05, 2025
Financial Express Lucknow
Centre turns wary of green power bids
THE GOVERNMENT MAY also review the green shoe option, that is, the flexibility to SECI and procuters to raise the total contracted capacity from beyond the originally awarded level.
2 mins
November 05, 2025
Financial Express Lucknow
Spot power prices down 32% in October
STEADY SUPPLY
1 mins
November 05, 2025
Financial Express Lucknow
Govt turns wary of green power bids
To revise contract model; case-by-case approach likely
1 min
November 05, 2025
Financial Express Lucknow
Adani to raise ₹25K-cr via rights issue
ADANI ENTERPRISES ON Tuesday said its board has approved a fundraise of ₹25,000 crore through a rights issue, aimed at strengthening its balance sheet and supporting the next phase of business incubation.
2 mins
November 05, 2025
Financial Express Lucknow
The Badshah of bankability
BRANDS CAN PICK UP LESSONS ON AUTHENTICITY & CONTINUOUS REINVENTION FROM SRK
3 mins
November 05, 2025
Financial Express Lucknow
Airtel to approach Govt for AGR relief
BHARTI AIRTEL ON Tuesday said it plans to approach the government, seeking a reassessment of its adjusted gross revenue (AGR) dues.
1 min
November 05, 2025
Financial Express Lucknow
EU attempts new targets ahead of COP30
THE EUROPEAN UNION is attempting to forge new climate goals on Tuesday before the UN climate talks in Brazil starting next week.
1 min
November 05, 2025
Financial Express Lucknow
Steel PLI 1.2 to focus on advanced products
THE GOVERNMENT ON Tuesday launched the third round of production linked incentive (PLI 1.2) scheme for “specialty steel” to attract new investments in these emerging and advanced steel products.
1 mins
November 05, 2025
Listen
Translate
Change font size