Intentar ORO - Gratis
‘FPIs see India as a core & strategic allocation’
Financial Express Delhi
|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?
Esta historia es de la edición October 30, 2025 de Financial Express Delhi.
Suscríbete a Magzter GOLD para acceder a miles de historias premium seleccionadas y a más de 9000 revistas y periódicos.
¿Ya eres suscriptor? Iniciar sesión
MÁS HISTORIAS DE Financial Express Delhi
Financial Express Delhi
Rights issue: Airtel calls in ₹15,800 cr in final instalment
The telecom operator has asked investors to pay ₹401.25 per share on the partly paid shares, with the payment window closing on March 16.
1 mins
March 13, 2026
Financial Express Delhi
Investors book profits in silver ETFs as prices correct sharply
February sees outflows for first time in over 2 years
2 mins
March 13, 2026
Financial Express Delhi
Only 54 forms to be ready by Mar 31 for new I-T Act rollout
WITHTHE NEW IncomeTaxAct, 2025,settotake effect from April 1, the Central Board of Direct Taxes (CBDT) is expected to roll out only 54 out of the 190 forms required under the new law, the Department of Revenue (DoR) informed the Parliamentary Standing Committee on Finance.
1 min
March 13, 2026
Financial Express Delhi
Auto production may be disrupted
CONSEQUENCES OF CONSTRAINED GAS SUPPLY
1 mins
March 13, 2026
Financial Express Delhi
India asks China for urea as gas crunch hits fertiliser units
INDIA HAS ASKED China to allow the sale of some urea cargoes as the war in West Asia curtails the nation's gas supplies, threatening fertiliser production in the agricultural powerhouse.
1 min
March 13, 2026
Financial Express Delhi
NSE appoints 20 merchant bankers for public issue
THE NATIONAL STOCK Exchange (NSE) has appointed key intermediaries for its much-awaited initial public offering (IPO), including 20 merchant banks and eight law firms.
1 min
March 13, 2026
Financial Express Delhi
Govt widens LPG booking gap to 45 days in rural areas
THE GOVERNMENT HAS extended the LPG booking cycle to 45 days for rural consumers and activated alternative fuels such as kerosene, biomass, coal and RDF pellets for restaurants and hotels as it tries to ease pressure on cooking gas supplies disrupted by the West Asia conflict.
1 min
March 13, 2026
Financial Express Delhi
Food inflation edges up to 3.47%
Retail inflation rises to 3.21% in February
1 min
March 13, 2026
Financial Express Delhi
Parliamentary committee suggests tiered UPI charges
A PARLIAMENTARY STANDING Committee on Finance has suggested exploring a tiered charging structure for UPI transactions.
1 mins
March 13, 2026
Financial Express Delhi
US trade gap narrowed in Jan by more than projected
THE US TRADE deficit narrowed in January as exports increased, coming off of a turbulent year for domestic importers contending with erratic tariff policy.
1 min
March 13, 2026
Listen
Translate
Change font size
