BME:FER 25 November 2025

July 4, 2026, 11:48 PM EDT. Global investors are showing fresh interest in Indian equities, one of this year's laggards, as the rupee steadies and Middle East tensions ease, which has helped push oil prices down. The NSE Nifty 50 Index brings less volatility than most emerging markets, and some see it as a haven while money chases the AI story in South Korea and Taiwan. But India's absence from the AI run is part of its appeal, with analysts calling it a hedge in emerging markets. Lower commodity prices, steady interest rates and a better outlook for the macro economy are lifting sentiment. With earnings season approaching, investors see less risk from inflation and steadier capital flows, raising the prospect for earnings upgrades.