Current Market Outlook & Future Trends With Mr. Prashant Jain | 28 Aug 2026 | 3P Investment Managers

1. Executive Briefing (TL;DR)

• Top Key Takeaways:

  • Capital Account Pressure vs. Solid Current Account: India's macroeconomic stress over the past two years stems from outward FDI repatriation and capital account leakage rather than structural Current Account Deficits (CAD), which remain low [00:00:16].
  • Multinational & Private Equity Stake Sales: For the first time in four decades, major MNCs (e.g., Hyundai, LG, Whirlpool, Tenneco, BAT) aggressively sold down stakes in Indian subsidiaries, spiking outward FDI from 0.8% of GDP to 1.4%–1.8% and driving net FDI to zero [].