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In a volatile world, investors look for stability and growth, and India fits that profile: Carnelian's Swati Khemani

Swati Khemani, founder and chief executive officer of Carnelian Asset Management and Advisors, outlines how India’s structural stability and domestic-led growth make it a ‘safe haven’ for global capital amid geopolitical volatility.

Mar 09, 2026 &03000909202631; 00:00 UTC www.livemint.com Trending 2/5

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Positive for markets

Sentiment score: +75/100

Moderate impact Medium-term (weeks)

WHAT THIS MEANS

India is positioning itself as a safe haven for global investors seeking stability and growth amid geopolitical volatility. Carnelian Asset Management highlights India's structural stability and domestic-led growth model as key attractions for international capital flows.

AI CONFIDENCE

85% Very high

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

↑

SENSEX

SENSEXIndex

Expected to rise

Positive sentiment on India's economic stability and attractiveness to global capital

↑

NIFTY50

NIFTY50Index

Expected to rise

Domestic-led growth narrative supports Indian equity markets

↓

Euro / US Dollar

EURUSDCurrency

Expected to decline

Capital rotation toward emerging markets like India may weaken EUR relative to USD

↓

USDINR

USDINRCurrency

Expected to decline

Increased foreign capital inflows into India typically strengthen the rupee

PRICE HISTORY

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⚡ SUGGESTED ACTION

Consider increasing exposure to Indian equities (IT stocks, financial services) as a defensive play in volatile markets. Monitor FII inflow data and rupee strength as confirmation signals for sustained capital rotation into India.

KEY SIGNALS

India emerging as safe-haven destination for global capitalStructural economic stability attracting FII flowsDomestic-led growth model reducing external dependencyGeopolitical volatility driving capital reallocation to emerging markets

SECTORS INVOLVED

Information TechnologyFinancial ServicesConsumer DiscretionaryPharmaceuticals

Analysis generated on Mar 09, 2026 at 15:26 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Livemint. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

In a volatile world, investors look for stability and growth, and India fits that profile: Carnelian's Swati Khemani

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