In late‑October 2026 I posted two X notes that captured Indian financial flows and infrastructure commentary. The first note highlighted foreign portfolio investors (FPIs) moving large sums into and out of Indian equity mutual funds, while the second critiqued the prevailing belief that building expressways guarantees usage.
They've sold around 48,000 cr. in equity holdings though, but at least some of it gets offset with equity MF buying.
Always build infra, the usage will come.
The initial reluctance will change when speeds are faster and more shipments can happen in the same time.