The structural case for India remains intact. Growth is steady, policy support is strong, and domestic flows provide stability. (AI image) By Motilal OswalAs we enter FY27, Indian equity markets are balancing strong domestic fundamentals against an uncertain global backdrop. While policy support, improving growth, and resilient domestic flows provide a solid foundation, geopolitical risks—particularly…

Data from the Association of Mutual Funds in India (AMFI) showed that inflows in Gold ETFs surged 364 per cent year-on-year, growing more than four-and-a-half times, making gold ETFs the fastest-expanding segment across all fund categories, including equity, debt and hybrid. The figure for FY26 also far exceeded the earlier annual inflow band of ₹700–15,000…

MUMBAI: RBI on Monday partially unwound emergency curbs on rupee derivatives, signalling a shift from firefighting to restoring normal market function after a spell of currency volatility.The central bank withdrew its April 1 directive, which had barred banks from offering non-deliverable forwards (NDFs)—offshore rupee derivatives settled in foreign currency—and prevented users from rebooking cancelled forward…