Crude oil is the key to bringing FII money back to Dalal Street: Equirus AMC’s Ashutosh Tiwari
Economic Times 1 hr ago·26 Oct 2026, 1:58 am
Foreign institutional investors (FIIs) have been selling Indian stocks recently, but Equirus AMC’s Ashutosh Tiwari suggests the primary reason is crude oil prices. High global oil costs increase India's import bill, which widens the current account deficit. This economic strain often makes emerging markets like India less attractive to foreign investors, acting as a hurdle for market recovery.
While Indian valuations have become more reasonable and corporate earnings are expected to grow, the cost of energy remains a critical factor. If crude prices stabilize or decline, it could reduce economic pressure and encourage foreign capital to return to Dalal Street. Investors should monitor global crude trends to gauge the potential for renewed FII inflows.
Excerpt from Economic Times
Foreign investors may return to Indian equities only if crude oil prices cool, according to Ashutosh Tiwari, managing director and chief investment officer—public equities at Equirus Asset Management. While valuations have corrected and earnings growth is expected to improve, rising oil prices have emerged as the key…Read the original at Economic Times
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