BS EDIT: External management

By Business StandardPublished On Jul 22, 2026

Forex inflows get a boost

RBI’s concessional swap facility has attracted $20.72 billion so far, led by FCNR (B) deposits, helping strengthen foreign exchange buffers

The need for stable capital

India’s current account deficit and capital outflows highlight the need for durable foreign investment rather than dependence on volatile short-term flows

FDI remains the priority

Foreign direct investment is the preferred source of capital, but declining net FDI shows the need to create conditions that attract and retain investors

Reserves cannot mask risks

Higher foreign exchange reserves can reduce speculative pressure on the rupee, but they should not be used to defend exchange rates against fundamentals

Import substitution has limits

Reducing imports through protectionist measures may raise input costs, hurt competitiveness and weaken India’s ability to integrate with global markets

A broader growth strategy

India needs policies that encourage investment, improve competitiveness and maintain macroeconomic stability amid changing global conditions