Capital outflows, India-EU trade deal, Budget preview

Foreign investors have remained net sellers of Indian equities in the early stages of 2026 and it's likely that outflows persist for a while yet. That is unlikely to cause external strains but it will add to depreciation pressure on the rupee. Meanwhile, there are growing hopes that the long-awaited India-EU trade deal will be signed next week when the President of the European Commission Ursula von der Leyen visits India. And we'll be holding an online client briefing on Wednesday to preview the Budget and upcoming RBI meeting, and to take your questions. Register here.