#943 Foreign Investor Flows Are Picking Up
Summary
This episode examines how India's E20 fuel mandate has inadvertently accelerated the shift to CNG, hybrids, and EVs due to consumer distrust. Host Govindraj Ethiraj discusses global bond market signals and RBI’s strategy to attract foreign capital with Devang Shah of Axis Mutual Fund. Additionally, Siddharth Pai explains the rising demand for "Forward Deployed Engineers" who bridge business and AI implementation gaps.
Topics discussed
E20 fuel blend controversy and shift to alternative vehicles
Market update: Iran tensions, FPI flows, and US tariffs
Global bond markets and rising inflation risks
RBI policy measures to attract foreign capital flows
Fixed income investment strategies and credit outlook
Rise of Forward Deployed Engineers in AI integration
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