US Growth Shifts Focus, Emerging Markets Struggle; India Awaits Foreign Investment

• US economy grew 4.3% in Q3 2025, shifting global investor focus to America due to strong consumer spending and exports.
• High US growth makes Federal Reserve interest rate cuts unlikely soon, keeping US Treasury yields above 3.5% and attracting capital.
• India faces challenges like a weak rupee (slipped past 91 against dollar) and a weak stock market performance, deterring foreign investors.
• Global investors prefer safe-haven options, US AI/tech stocks, and better dollar returns over riskier emerging markets like India.
• Despite improved trade data, India's overall economic environment and global investor priorities mean foreign investment will likely be delayed.

Why It Matters: Strong US economy and high interest rates are diverting global capital, delaying foreign investment in India.