SEBI ne jo overseas investment ka $7 billion ka industry cap set kiya tha na, woh poora ho gaya hai, aur is wajah se kayi funds ne naye investors se paisa lena band kar diya hai. Ye asli scene hai.
Asal mein, Indian investors ab India ke bahar, especially US tech jaise sectors mein invest karna chahte hain. Reason simple hai – diversification aur global growth. Bahut saare log sochte hain ki India mein market overvalued hai, aur Nasdaq jaise indices ne pichle saal 42.10% tak ka return diya hai. Kuch funds toh 27.93% CAGR de chuke hain.
Magar ab yeh sab thoda rukne wala hai. Har fund house ke liye $1 billion ka bhi limit hai, aur woh bhi hit ho gaya hai. Isliye, Nippon India Taiwan Equity Fund aur Nippon India Japan Equity Fund jaise popular funds ne ab new investment ko temporary suspend kar diya hai. Matlab, agar aap bahar invest karna chahte ho, toh access limit ho gaya hai.
Aur ek cheez, apna Indian Rupee bhi thoda fluctuating chal raha hai. Pehle toh Rupee girne se foreign investment mein returns aur badh jaate the, but ab yeh USD/INR 94.1143 ke aas-paas hai aur experts bol rahe hain ki yeh 104.14 tak ja sakta hai. RBI bhi FY2026-27 ke liye 94 per USD ka andaaza laga raha hai. Is currency movement aur global interest rates se bhi fayda kam ho sakta hai.
Waise, Nasdaq-100 ka P/E ratio 23.90 aur S&P 500 ka 20.9 hai, jo thoda high side pe hai. Nifty 50 ka P/E 20.85 hai. Toh values ke hisaab se bhi investors soch-samajh kar chal rahe hain.
Individual level par, Liberalised Remittance Scheme (LRS) mein annual limit $250,000 hai, aur ₹10 lakh se upar ke investment par 20% TCS lagta hai. Toh bhai, thoda dhyan se investment karna hoga. Overall, international funds ko long-term diversification ke liye dekho, na ki sirf recent returns ke peeche bhaago.
