
Indian markets may be entering a stronger phase as improving macroeconomic conditions and policy support help restore foreign investor confidence. Recent measures by the RBI to support the rupee, along with government initiatives aimed at attracting overseas capital, have addressed some of the key concerns that kept foreign investors on the sidelines. Dinshaw Irani, CEO, Helios Capital, believes the stabilization of the rupee and improving earnings outlook are important positives for Indian markets. He highlighted that easing regulations around FCNR deposits, supportive bond market reforms and the possibility of inclusion in major global bond indices could attract significant long-term capital inflows. According to Irani, these developments have the potential to strengthen the rupee further, improve liquidity and create a constructive environment for both equity and debt markets in the months ahead.