The RBI’s decisive policy actions in 2025, which include cutting the repo rate, signal an unambiguous shift toward growth and are creating real momentum for credit expansion, says Rishabh Nahar, Partner and Fund Manager at Qode Advisors PMS.

In an interview with Ritik Raj of Business Today, Nahar said that what has kept markets resilient against historic FII selling is the domestic shield provided by DIIs, noting that recent foreign inflows appear to be a tactical trade rather than a structural comeback. Advertisement

The market's entire stability in 2025 rests on the 'domestic shield' from DIIs, which has absorbed historic FII selling. Now, in October, FIIs have finally returned as net buyers. How do you read this? Is this FII inflow a durable, strategic reversal, or just a short-term

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