$35 Billion FII SELLOFF: What can India do to bring them back? | Saurabh x Nandita

📲 Connect with us on WhatsApp: Click the link to start a chat with our team and get your questions answered: https://marcellus.in/help?utm_source=... --------------------------------------------------------------- Foreign investors just pulled a record ₹3.4 trillion ($35 Billion) out of Indian equities in less than six months. Why is the smart money leaving, and what exactly must India do to bring them back? In this episode, our CIO, Saurabh Mukherjea and our Economist, Nandita Rajhansa discuss the root cause of this massive capital flight: India’s 12.5% Capital Gains Tax on foreign investors. While global markets like the US, UK, Hong Kong, Singapore and other emerging markets do not tax the FIIs, India has become an outlier. We break down where FII money is going instead (hint: Korea, Taiwan, and Japan), why scrapping this tax could actually lower India's borrowing costs, and what you should do with your portfolio right now to navigate this volatility. --------------------------------------------------------------- Chapters: 0:00 - Intro & The $35 Billion FII Exodus: A quick overview of the record-breaking foreign outflows and the core issue: capital gains tax. 2:56 - Why FIIs Are Leaving India: Saurabh shares raw feedback from global investors on why India is losing its appeal. 5:13 - History of India's FII Tax: Tracing the controversial tax from its 1993 origins to its return in 2018. 7:33 - India vs. The World: How 0% tax markets like the US, UK, and Singapore make India a massive global outlier. 11:08 - The Economics of Scrapping the Tax: Can India afford to cut it? Breaking down the Laffer Curve and tax revenue. 15:04 - Sovereign Bonds & Risk: Analyzing recent tax cuts for foreign bond investors and why equity is actually safer for India. 18:17 - How to Protect Your Wealth: Actionable strategies for buying dollar-denominated assets and domestic "consistent compounders." 24:12 - A Message to the Finance Ministry: Saurabh’s final appeal to policymakers to scrap the tax and boost India's competitiveness. --------------------------------------------------------------- 📲 Connect with us directly Click here to start a WhatsApp chat with our team and get your questions answered: https://marcellus.in/help?utm_source=... --------------------------------------------------------------- 💼 About Marcellus Investment Managers Marcellus Investment Managers is a SEBI, US SEC, and IFSCA registered portfolio manager. At Marcellus, our Purpose is to make wealth creation simple and accessible by being trustworthy and transparent capital allocators. Discover our approach to investing here: www.marcellus.in