INDIA MARKET LENS
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DBS Chief sees overseas confidence in India despite capital outflow concerns

A institutional flows development with market-wide reach.

· ET Stocks, Economic Times Markets

DBS Bank CEO Tan Su Shan emphasized the strong demand for FCNR(B) deposits as investor confidence in India. She highlighted India's potential for foreign direct investment and its advantageous position in the artificial intelligence sector. Despite foreign net sales affecting the rupee, she remains optimistic about India's economic growth and digital infrastructure.

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Sustained FII or DII direction moves the whole market, not just the names being bought — it sets the tape's tone.

Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.

  • Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
  • This is a market-wide development — its reach goes beyond any single stock.
  • Sector exposure: Infrastructure, Capital Goods & Engineering, Capital Markets.
  • The immediate tone of coverage reads positive.
InfrastructureCapital Goods & EngineeringCapital Markets