Industry Newsgenerative aiit servicesexport manufacturingforeign investment
US-India Trade Triggers Foreign Investor Return
6.1
Saurabh Mukherjea of Marcellus told ET Now that finalization of the US‑India free trade agreement has prompted foreign institutional investors to return after months of heavy selling. He warned earnings growth remains weak despite GST and income‑tax cuts and 125 basis points of rate easing, and highlighted AI‑driven job losses threatening IT services, consumption and real estate, leading his firm to raise exposure to export‑oriented manufacturers.
Key Points
- 1Notes US‑India free trade deal renews foreign investor interest, reversing months of heavy FII selling.
- 2Highlights earnings growth lag despite GST, tax cuts and 125bps rate easing, undermining investor confidence.
- 3Recommends overweighting export‑oriented manufacturers, warns AI‑driven job losses will depress consumption and reshape services.
Scoring Rationale
Timely market and AI disruption insight from a credible fund manager, but limited novelty and some speculative employment projections.
Sources
Public references used for this report.
Practice with real FinTech & Trading data
90 SQL & Python problems · 15 industry datasets
Used by DS/ML engineers at top companies
Active Verified Users by Income TierEasyTechnology Stocks with High BetaMediumPortfolio Performance ScorecardHard
250 free problems · No credit card
See all FinTech & Trading problems
