Foreign investor interest in India picks up, but oil remains key risk: Kotak’s Pratik Gupta

Foreign investors are showing renewed interest in India's large-cap stocks, particularly in the banking and telecommunications sectors. This shift suggests a growing confidence in the country's economic stability and growth potential among international capital markets.
However, this optimism comes with a significant caveat. The price of crude oil remains a primary concern for investors. Higher oil prices can negatively impact India's trade balance and increase the cost of doing business, potentially offsetting the gains seen in other sectors.
Investors should monitor global oil price trends closely. A sustained rise in crude could act as a drag on the market, while stable or falling prices may support the continued inflow of foreign funds into Indian equities.
Excerpt from CNBC-TV18
Published On Nov 4, 2026 | 14:06 IST Last Updated On Nov 4, 2026 | 14:06 IST Pratik Gupta, CEO & Co-Head of Kotak Institutional Equities says largecaps, banks and telecom are attracting attention, while crude prices remain the key risk for India. Foreign institutional investors (FIIs) are showing renewed interest in…Read the original at CNBC-TV18
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- Category: Economy.
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