4 Sept 2026
India’s Next Market Cycle: Growth, FIIs & Valuations | R Sivakumar | Open Dialogue | Episode 50
Foreign institutional investors (FIIs) have pulled significant capital out of Indian markets over the last two years. So, what changed? More importantly, what could bring global investors back to India?In this episode, R Sivakumar breaks down how global investors evaluate India and why growth, valuations and competing opportunities across global markets matter for foreign capital flows. The conversation also explores India’s position in the global AI trade, the rise of passive investing, interest rates, the rupee and why market cycles can continue despite geopolitical and economic uncertainty.The discussion also looks at whether India’s current market setup echoes earlier cycles, what could drive the next phase of growth, and the signals investors should watch as India competes for global capital.Speakers:Sameer Shetty: Group Head, Digital Banking & Strategic Programs, Axis BankR Sivakumar: Chief Investment Officer, Axis Mutual FundGain insights into FII flows, Indian markets, GDP growth, valuations and the global investment landscape in this episode of Open Dialogue by Axis Bank.Recommended videos:▶️FCNR 2026: The Investment Opportunity NRIs Can't Ignore: • FCNR 2026: The Investment Opportunity NRIs... (https://www.youtube.com/watch?v=UlZmAUxNY9U) ▶️India's Economic Slowdown: What Happens Next?: • India's Economic Slowdown: What Happens Ne... (https://www.youtube.com/watch?v=Gmj2_GgZkgI) ▶️Volatile, Not Irrational: Decoding Today’s Markets: • Volatile, Not Irrational: Decoding Today’s... (https://www.youtube.com/watch?v=fI-GfO0JD68) 🔔 Subscribe to Open Dialogue for more conversations on markets, banking, policy and the Indian economy.#AxisBank (https://www.youtube.com/hashtag/axisbank) #OpenDialogue (https://www.youtube.com/hashtag/opendialogue) #RSivakumar (https://www.youtube.com/hashtag/rsivakumar) #IndianEconomy (https://www.youtube.com/hashtag/indianeconomy) #IndianMarkets (https://www.youtube.com/hashtag/indianmarkets) #FII (https://www.youtube.com/hashtag/fii) #FIIOutflows (https://www.youtube.com/hashtag/fiioutflows) #GDPGrowth (https://www.youtube.com/hashtag/gdpgrowth) #StockMarket (https://www.youtube.com/hashtag/stockmarket)SUBSCRIBE TO US: / @opendialoguebyaxis (https://www.youtube.com/@OpenDialogueByAxis) Download Axis Bank App: https://play.google.com/store/apps/de... 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