Vic
2.8K posts







Everyone one of us on the street is bothered, concerned, frustrated, confused and affected by relentless selling of FIIs and keep suggesting ways and means to bring them back but our government is indifferent to whatever is happening. Why ?


My idea is to trigger a debate, not arguments: How is this helpful to SIP investors? They’re still buying everything at 25 PE in a slowing economy, which is absurd. $600 BN of FII capital yet to exit before retail makes money. 12 yrs of SIPs at risk. Who’s making money here ?

Asked someone from the industry whether foreign investors are still interested in allocating to India. The TLDR: Interest has pretty much died out. India is seen as geopolitically exposed, especially to an oil shock. There are no real AI plays. Valuations are rich. And the rupee situation doesn't help. On top of that, investors who were sitting on gains have taken money off the table and are now looking at markets like Japan, Taiwan, Korea, Europe etc instead. He also pointed out that our LTCG/STCG structure and the increase in STT have made India less attractive compared to other markets that are seeing inflows. If we need to attract FPIs back, and we do, fixing this feels like pretty low-hanging fruit.

To my colleagues in AAP who were forced to issue videos saying that “Raghav Chadha failed to raise Punjab’s issues in Parliament”, here is a small trailer…Picture Abhi Baaki Hai. Punjab isn’t a talking point for me. It is my home, my duty, my soil, my soul❤️

@offharshbahety a very sad situation.

Dunkin' Donuts is shutting down in India by the end of 2026. Only 27 outlets are left, and all will close by December 31, 2026. It’s the same old “Western idea in India” story. Brands like Taco Bell, Subway, and Hard Rock Cafe have also struggled because Indian desserts are already strong. Donuts never really had a place here. Last year, Dunkin’ did just ₹37 crore in revenue, less than 1% of the company’s total, and still reported a loss of ₹19 crore. If you want to build a business in India, you have to understand Indian taste and mindset. You can’t just drop a Western idea into one of the most exposed and diverse markets in the world and expect it to work.







