FII
US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?
A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and prompting FII short covering. Analysts believe easing macroeconomic pressures could improve growth prospects, though caution persists over elevated valuations in mid- and small-cap stocks.
Nifty’s hidden discount sale: 54% of top Indian stocks are cheaper now than in 2023. Is it time to buy?
Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation correction. This discount sale, driven by macro anxieties and a slowdown in earnings growth, presents a recalibrated risk-reward scenario for investors. Experts suggest this period offers a tactical accumulation window for long-term capital allocators.
Bulls Take Charge: GIFT Nifty points to gap-up opening for Dalal Street
Indian equity markets concluded a volatile week on a strong note, breaking a two-week losing streak. This surge was fueled by improving global sentiment and supportive RBI measures. The upcoming week's trading will be influenced by domestic macroeconomic data and key global policy developments, including US-Iran negotiations impacting crude oil prices.
'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautious
Global challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect markets. Kotak AMC's Chief Investment Officer advises caution. Pharma and healthcare offer a defensive haven. Metals require trimming positions. IT services face structural slowdowns. Foreign investor flows remain a key watchpoint.
ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarter
India is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, says Hiren Ved, Director and CIO of Alchemy Capital Management. The AI adoption is creating a significant divide between leading firms and those lagging behind. Investors are urged to identify companies leveraging AI effectively. The strategic use of AI will drive competitive advantages and future growth for businesses.
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Nifty in control of FIIs? The unlucky 13 bluechips facing the hardest institutional selloff
Foreign investors have significantly reduced holdings in many Nifty companies since September 2024. This has impacted top blue-chip stocks, causing market returns to stagnate. Domestic institutional investors have stepped in, absorbing much of this selling pressure. Experts suggest this is a market recalibration, not a complete exit from India. Investors are advised to focus on earnings growth and disciplined allocation.
Gift Nifty rises nearly 200 pts, signals positive start; key trading cues for today
Indian markets experienced profit-taking in the latter half of the session due to rising geopolitical tensions, leading investors to reduce risk. Volatility was high with significant intraday swings. Analysts suggest Nifty is consolidating between 23,000 and 23,550, anticipating this trend to continue until a clear breakout. Global markets showed mixed but generally positive movements.
Citi cuts Nifty target to 26,000 on El Nino, AI risks, picks one stock
Citi Research lowered its Nifty target due to rising earnings risks linked to geopolitical tensions and other macro concerns. However, it remains constructive on India’s medium-term outlook, citing low foreign investor ownership, resilient domestic inflows and potential gains if global conditions improve.
Market wrap: Sensex falls 151 points, Nifty closes below 23,200; Infosys, Adani Ports among top losers
Indian stock markets faced sharp movements on Thursday, closing lower. The Sensex and Nifty declined as rising Iran-US conflict spooked investors. Broader markets also saw losses, with IT and other sectoral indices leading the downturn. Oil prices initially surged but later erased gains. The rupee weakened against the US dollar. Geopolitical tensions are expected to continue impacting markets.
Gift Nifty signals a negative start; here's the trading setup for the day
Nifty closed flat on Wednesday as easing crude prices boosted domestic consumption stocks and defensive sectors. Investor sentiment is stabilizing, with hopes for a resolution to the Israel-Iran conflict improving confidence. However, Gift Nifty signals a negative start, and oil prices climbed amid escalating tensions in the Strait of Hormuz.
Will AI-led tech unwinding pause Rs 60,000 crore FII selloff in Indian IT stocks?
Global markets are experiencing a tech selloff driven by AI fears, impacting Indian IT stocks with FIIs pulling Rs 60,000 crore. However, some analysts believe the sector is poised for recovery, arguing Gen-AI presents an opportunity rather than an existential threat. Valuations have become attractive, leading to upgrades for major IT firms.
Ahead of Market: 10 things that will decide stock market action on Wednesday
Indian equities ended higher on Tuesday, supported by easing geopolitical tensions and softer crude prices. A sharp drop in India VIX boosted sentiment, while broader markets outperformed. Analysts see potential for further recovery, though caution persists amid FII outflows, global uncertainties and weak near-term earnings outlook.
Market Trading Guide: CCL Products among 2 stock recommendations for Wednesday
Domestic markets are showing signs of recovery after recent declines, aided by easing geopolitical tensions and softer crude prices. However, volatility persists due to FII outflows and global uncertainties. Analysts recommend CCL Products and CMPDI, citing strong technical setups, positive momentum and bullish chart patterns.
India scrapping tax for foreign investors in govt bonds aimed at inclusion in Bloomberg index, govt official says
India has removed capital gains tax on foreign investments in government bonds. This move aims to help India join Bloomberg's Global Aggregate Index. Meanwhile, the fertiliser ministry is requesting more subsidy funds. This is due to rising global prices influenced by the U.S.-Israeli conflict with Iran.
Sensex rises 395 points, Nifty closes above 23,200; broader markets outperform
Indian stock markets closed higher on Tuesday, with Sensex and Nifty posting marginal gains as broader markets surged. The decline in oil prices following a halt in Iran-Israel attacks boosted investor sentiment, though analysts caution that market sentiment remains fragile due to FII outflows and global macro concerns.
Sensex rises 395 points, Nifty closes above 23,200; broader markets outperform
Indian stock markets closed higher on Tuesday, with Sensex and Nifty posting marginal gains as broader markets surged. The halt in Iran-Israel attacks eased oil prices, boosting investor sentiment. Analysts suggest markets remain fragile due to FII outflows and global macro concerns, anticipating volatility until clearer cues emerge.
DIIs' net purchases cross Rs 4 lakh crore on Dalal Street in 2026 while FIIs run away
Domestic institutional investors (DIIs) have remained strong buyers of Indian equities in 2026, with net purchases crossing Rs 4.16 lakh crore in just over five months. In contrast, foreign institutional investors (FIIs) have stayed bearish, selling around Rs 2.7 lakh crore worth of stocks.
Private sector banks are the best contrarian bet for the next 3 years, says S Naren
ICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown in mutual fund inflows. He sees private sector banks as attractive contrarian bets and remains optimistic on India's debt market amid improving fundamentals.
Why market crashed today? Sensex plunges 719 points, Nifty closes below 23,150; 7 factors behind Rs 7 lakh crore sell-off
Indian equity markets experienced a significant sell-off on Monday, with the Sensex and Nifty declining around 1% each. This downturn was driven by a global market crash, persistent foreign institutional investor outflows, and escalating Middle East tensions, leading to a surge in oil prices and bond yields.
Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix first
Asian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market faces a bigger challenge with declining corporate earnings growth. Raychaudhuri remains positive on large private sector banks for the next three to five years. India's economic story needs improved financial results.
100 days of Iran war, Rs 4,50,000 crore wiped out: Is your stock portfolio safe from missiles?
Indian equities have lost Rs 4.5 lakh crore in 100 days as the Iran-led West Asia conflict and a global AI trade unwind trigger sharp FII outflows. Banking, oil and IT stocks led declines, while pharma outperformed. Analysts warn of earnings downgrades, though valuations are turning attractive in select segments.
FIIs, weak global cues among 5 factors that could keep D-St under pressure this week
Indian stock markets may remain under pressure this week amid persistent FII selling, weak global cues, rising geopolitical tensions in West Asia and elevated crude oil prices. While RBI’s policy measures and steps to attract foreign capital could support sentiment, investors will closely track monsoon progress, inflation concerns, global market trends and institutional flows for further market direction.
Market wrap: Sensex falls 117 points, Nifty closes below 23,400 after RBI MPC meeting outcome. What lies ahead?
Indian stock markets erased morning gains, with Sensex and Nifty closing lower following the RBI's hawkish stance and a wait-and-watch approach. Despite falling oil prices and Treasury yields, the central bank kept the repo rate unchanged at 5.25%, while the rupee saw a significant gain against the US dollar.
India makes big moves to attract foreign investments in bonds: How will this impact stock market?
India has unveiled significant measures to attract foreign investment, including tax exemptions on government securities and increased investment limits for overseas investors in equities. These moves aim to bolster market liquidity and stabilize the rupee amidst global volatility. However, the RBI's cautious stance on inflation suggests potential headwinds for rate-sensitive sectors.
Govt scraps capital gains tax on foreign investment in bonds
India has eliminated long-term capital gains tax on FII investments in government securities, effective April 1, 2026, to attract foreign capital and support the rupee. The RBI also expanded the Fully Accessible Route for government bonds and raised investment limits for NRIs and OCIs to boost foreign portfolio investments amid market pressures.
ET Alpha Wealth Summit: Markets are best played by optimists, says Samir Arora on India's investment outlook
Helios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening fundamentals. Speaking at the ET Alpha Wealth Summit, he argued that concerns around AI, valuations and FII selling are overstated, while India’s long-term earnings and growth story remains intact.
ET Alpha Wealth Summit: S Naren shares blueprint for investing in a boring market
ICICI Prudential AMC CIO S. Naren described the current market as a “boring phase,” marked by a tug-of-war between FIIs and domestic mutual funds. At the ET Alpha Wealth Summit, he outlined five market-cycle phases, warning that parabolic asset rallies and leveraged investing are classic signs of bubbles.
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