Why Foreign Investors Think India Is a “Pariah Market” | Sonia Shenoy Podcast

This episode was recorded on 8th October 2026 On this episode of The Money Mindset, we spoke to Srini Sriniwasan, the Managing director of Kotak Alternate Asset Managers. Srini is a well known name in Indias investment landscape and someone who has 3 decades of raising capital, building asset classes across real estate, infrastructure and private equity. This episode was a breakdown on everything that is happening in India today and how to wade through this volatility Here is what you will get to learn: -Why are foreign investors exiting India and what does the govt need to do now to get foreign capital back ? -What is his view on the rupee fall and how does this impact a common man ? -How India can make taxation more favourable for foreign and domestic investors ? -He spoke about complacency at the policy level and what needs to change now -How should investors look at the next 1-2 years both in public and private markets. Any feedback on the episode, would love to hear it Also, If you’d like some help figuring out what your money should be doing next, I’ve started The Wealth Club — a community for people who want to build and manage their wealth more thoughtfully. It’s powered by a team of SEBI registered wealth managers who will help you achieve your financial goals. There’s a short form in the description below. Fill it in, and the team will get in touch to understand your portfolio and what you’re looking for. https://forms.zohopublic.in/thewealth... 00:00 - Introduction 01:03 - Welcoming Srini Srinivasan of Kotak Alternate Asset Managers 02:01 - Why Foreign Investors Turned Away From India 07:05 - The Taxation Problem 12:58 - Policy Certainty and Manufacturing 15:08 - Why the Rupee Is Weak: India Loves Gold 17:28 - Why He’s Still Bullish on Gold 19:02 - Jobs, AI and the Struggle of Young Indians 24:11 - Has India Missed the AI Wave? 31:25 - If He Were Finance Minister for a Day 36:28 - India’s Untapped Export Opportunity 39:20 - Why the Wealthy Are Moving Money Out 41:52 - What’s Holding GIFT City Back 47:08 - Where He’s Deploying Capital Now 51:26 - Career Advice From 30 Years in Markets 54:50 - Closing Thoughts Think you belong on The Money Mindset Show ? Fill out this form and we will get in touch 👇 https://docs.google.com/forms/d/e/1FA...