Negative impactEconomy
Adrian Mowat sees no near-term FII return to India, expects US bond yields to stay high
CNBC-TV18 1 hr ago·12 Oct 2026, 3:32 am
Adrian Mowat, a senior fund manager, said he does not expect foreign institutional investors to return to Indian equities in the near term. He pointed to persistently high US Treasury yields and the ongoing Iran conflict, which keeps oil prices elevated, as key headwinds.
For Indian investors, a continued lack of foreign inflows can dampen market breadth and put pressure on the rupee, while high global rates make Indian assets relatively less attractive. Elevated oil costs also feed inflation, potentially prompting the Reserve Bank of India to maintain a tighter monetary stance.
Investors will be watching US yield movements, any de‑escalation in the Iran situation, and upcoming FII flow data for signs of change. Domestic earnings reports and RBI policy cues will also be important in shaping the broader market outlook.
Key takeaways
- Category: Economy.
- AI reads the tone as negative (potentially bearish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is negative — watch for downside reaction. Use the price and stock snapshot to gauge how the market is responding.
