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Foreign institutional investors (FIIs) are rotating capital away from India, citing high valuations and weaker earnings momentum, and directing flows toward Taiwan, South Korea, and China. Semiconductors, AI-driven demand, and regulatory easing are fueling these markets, while India faces trade frictions and policy bottlenecks. India’s long-term story remains strong, but consistent earnings and reforms are needed to restore its appeal.

Budgeting in Asia: FIIs Rotate Capital from India to Taiwan, South Korea & China

Valuations too high! FIIs are rotating capital from India to Taiwan, Korea, China. Tap to know more.

Team Kautilya

Oct 15, 20253 min read

Finstreet- Alcoholic Beverages sector

EDITION - 15th October 2025

Team Kautilya

Oct 15, 20251 min read

INFORMATION ASYMMETRY!!

It’s simply when one person knows more than the other in a deal.

Team Kautilya

Oct 14, 20251 min read

What is a US shutdown and why it happens

What does the world's largest economy look like when it goes on pause out of the blue? This blog reveals the secret behind America's government shutdown—its subtle triggers, economic shockwaves, and global domino effect few people discuss.Beijing strengthens gold reserves to cut reliance on the US dollar.

Team Kautilya

Oct 12, 20253 min read

Market Efficiency

Market Efficiency shows how swiftly prices reflect all available information, revealing the true power of the market.

Team Kautilya

Oct 10, 20251 min read

China’s Gold Rush Another Step Toward De-Dollarisation

China’s gold rush fuels its push toward de-dollarisation, reshaping global finance. Beijing strengthens gold reserves to cut reliance on the US dollar.

Team Kautilya

Oct 8, 20252 min read