Purusārtha
Markets

Sensex tops 84,000 as foreign money returns to Indian equities

A cocktail of cooling inflation, a steady rupee and the earliest monsoon in a decade has pulled global funds back to Mumbai. Analysts caution that the rally is broad but thin.

Illustrative. Photograph: Puruṣārtha.

Foreign funds are back in Mumbai as inflation cools and the rupee steadies.

In Mumbai, the change was felt first by the people who track it for a living. For now, the people closest to it are reserving judgement.

The story, as ever, is in the distribution: who gains, who waits, and how long the advantage lasts once the initial momentum fades. That is the question this week leaves open.

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