FII EXODUS
Sell fast, buy faster! FIIs broke every selling record in 2026. Now their buying is breaking records
Foreign institutional investors (FIIs) have staged a sharp turnaround, buying a record Rs 73,261 crore worth of Indian equities in November so far, surpassing the previous monthly high of Rs 66,135 crore set in December 2023. This follows record selling of Rs 2.95 lakh crore in the first 10 months of 2026. The renewed buying has helped drive the Sensex and Nifty up around 10% this month, with the Sensex reclaiming its pre-Middle East war levels.
$64 billion out, $5 billion in? Why LTCG tax cut may not be enough to bring FIIs back
A reassessment of long-term capital gains tax is underway as foreign investors continue their significant selloff from Indian equities. Analysts at JM Financial project that tax relief may yield only $3–5 billion in fresh inflows. This minimal increase may not be sufficient to reverse the current trend of investor exodus amidst concerns over oil prices. India’s tax regime differentiates between dollar and rupee gains, impacting foreign investor returns significantly.
Potential LTCG tax cut could revive FIIs’ India bet, says Jefferies: Which stocks may benefit most?
Jefferies sees a potential long-term capital gains tax (LTCG) cut as a possible trigger for foreign investors to return to Indian equities after record outflows. Banks, Reliance Industries, utilities and real estate stocks could be the biggest beneficiaries. Here’s where foreign investors are positioned and what a tax cut could mean.
15-year setback on cards? Nifty heading for worst annual performance since 2011
As 2023 unfolds, the Nifty index appears headed for its most disappointing year in a decade and a half. Key contributors to this downturn include high valuations and a flight of foreign investors. The IT sector continues to struggle amid geopolitical conflicts that have exacerbated oil prices and inflation fears. While local institutions lend some assistance, international investors remain reluctant.
ETMarkets Smart Talk | Don’t chase growth at any valuation; rising US yields can pressure P/E multiples: Manish Kumar
Midcap and smallcap stocks are hitting record highs, but rising valuations and higher US Treasury yields could challenge the rally. ICICI Prudential Life Insurance CIO Manish Kumar discusses earnings visibility, domestic liquidity, FII selling, IPO supply and valuation discipline, while explaining why investors should avoid chasing growth at any price.
697 days, no record high: Sensex hits worst two-year return stretch since 2012. Will this end soon?
The Sensex has gone 697 days without a new record high, marking its longest stretch of weakness in years. In 2026, 37% of trading days have delivered negative two-year returns, the highest share since 2012. However, easing FII selling, resilient domestic flows and potential foreign inflows could support a recovery.
- Go To Page 1
No Nifty returns in 2 years? Axis AMC’s Shreyash Devalkar reveals where he's investing now
Despite muted index returns and significant FII outflows, the Indian equity market's underlying economy shows resilience with healthy earnings growth. Axis AMC's Shreyash Devalkar highlights AI-driven FII exits and suggests large caps offer valuation comfort but limited growth. He favors mid and small caps for structural growth themes, though valuations are elevated. SIPs remain the preferred investment strategy amidst ongoing macro uncertainties.
FII exodus, crude shock, and Rupee under pressure: Deepak Shenoy breaks down India's market storm
Indian stock markets are facing tough times due to global economic factors. Deepak Shenoy of Capitalmind MF advises investors to look beyond immediate market swings. He highlights that while foreign investors are pulling money out, domestic flows are providing support. Shenoy suggests focusing on sectors like Pharma for defensive plays.
Goldman Sachs picks 12 alpha stocks amid record $22 billion FII exodus
Goldman Sachs has identified 12 Indian stocks as medium-term alpha bets despite warning that the record $22 billion FII selloff in 2026 may persist. Foreign investors have already pulled out more than last year’s total, marking one of the sharpest equity outflows in over two decades amid continued global risk-off sentiment.
FII exodus deepens in 2026 at Rs 1.75 lakh crore as April outflows swell to Rs 43,967 crore; FOMC next trigger
Foreign institutional investors offloaded Indian equities worth Rs 17,140 crore last week, extending April's outflows to Rs 43,967 crore. This massive selling, driven by geopolitical concerns and a lack of clear sectoral leadership, led to sharp cuts in domestic indices. Global news flows, including US FOMC and Bank of Japan rate decisions, are expected to influence future institutional activity.
India the new 'no-go' zone for FIIs? 7 brutal truths behind $18 billion exodus
Foreign institutional investors have pulled out $18 billion from Indian equities since the Iran war began, dragging the Nifty down over 9% from its peak. Rising oil prices and capital flight have turned India from a preferred market into a cautious bet. Despite corrected valuations, global investors remain unconvinced, with weak dollar returns limiting fresh inflows.
Explained: Why global brokerages are hitting panic button on India. FII exodus, oil shock ringing alarm?
Equity market has shifted sharply from optimism to crisis mode, marked by a record $13 billion FII outflow in March—the worst ever. The sell-off has been driven by a surge in oil prices following Gulf tensions, with Brent crude jumping over 50%, worsening inflation, trade deficits, and corporate margins. Existing weaknesses like a weak rupee, sluggish earnings, high valuations, and global trade pressures have compounded the impact, turning investor sentiment from an “India premium” to an “India exit.”
$12 billion bloodbath! March marks India's worst-ever FII exodus as war fears trigger panic selling
Stock Market Crash: Foreign institutional investors have orchestrated a record exodus from Indian equities, withdrawing over $12 billion in March alone. This unprecedented selloff, driven by escalating Gulf war crude prices and a depreciating rupee, has triggered market downgrades and concerns about India's growth outlook.
Is the $21 billion FII exodus ending? One major risk still stands in the way
Foreign institutional investors are cautiously returning to Indian stocks after a significant exodus, driven by a strengthening rupee and an interim trade deal with the US. However, a sustained comeback hinges on improving corporate earnings, which have remained a concern, posing a key risk to continued foreign inflows.
Can Budget stop $23 billion FII exodus? Here's what stock market investors are betting on
Foreign investors have withdrawn billions from Indian stocks. Markets eagerly await Finance Minister Nirmala Sitharaman's Budget today. The government is considering tax relief for foreign portfolio investors. Broader reforms to attract capital are also anticipated. The Budget's focus will be on boosting earnings growth and offering tax incentives to encourage foreign investment back into India.
FIIs dump Rs 22,530 crore worth of domestic shares in first fortnight of January
Foreign institutional investors sold Rs 22,530 crore of Indian equities in early January, accelerating outflows despite selective Q3 earnings optimism. Analysts cite tariff uncertainties, geopolitical risks, high valuations and AI-led global shifts, urging cautious positioning and focus on quality large-cap and select midcap stocks.
India set to log record FII outflows as net sale hits Rs 1.58 lakh crore in 2025
Foreign investors are set to record their biggest-ever exit from Indian equities in 2025, with net outflows of over Rs 1.58 lakh crore, driven by exchange selling, rupee weakness and global capital shifts, despite steady domestic flows.
FIIs sell Rs 10,782 crore worth of Indian equities in September, so far. Can GST reform, GDP numbers change tide?
Despite Rs 10,782 crore worth of FII selling in September, Nifty has held firm for eight straight sessions. Analysts say improving macro signals, policy reforms, and potential Fed rate cuts could turn FIIs into buyers again and fuel fresh upside in equities.
Gabbar turns hero with GST 2.0, but why are FIIs still haunted by Trump
Despite GST 2.0's reforms aiming to boost consumption and corporate earnings, FIIs continue selling Indian stocks, driven by Trump's tariff concerns and global uncertainties. A significant FII exodus, reaching ₹1.4 lakh crore in 2025, persists despite domestic investor support. High valuations and the lure of cheaper markets further fuel the foreign investor skepticism.
Rs 27,000 crore gone in 9 days! 3 reasons why FIIs are selling Indian stocks non-stop
Foreign investors have aggressively sold Indian stocks for nine consecutive days, withdrawing a staggering Rs 27,000 crore due to disappointing Q1 earnings, Trump's tariffs, and a strong dollar. This exodus intensified after the tariff announcement, shaking investor confidence.
Rs 25,000 crore FII exodus ends Nifty's 4-month bull run but August could be much worse
Indian markets face a potential downturn as the Nifty breaks support levels, ending a four-month rally. Foreign investors have triggered a massive sell-off, compounded by Trump's tariffs and disappointing earnings. Historically, August is a weak month, and analysts warn of further declines. Technical indicators are flashing red, and the rupee's fall adds to the pressure.
FIIs withdraw Rs 11,591 crore from domestic markets this week. May purchases narrow to Rs 13,835 crore
FIIs bought ₹13,835 crore in Indian equities this May despite weekly sell-offs worth ₹11,591 crore. While short-term global headwinds persist, India’s growth outlook keeps long-term FPI sentiment positive, especially if earnings align with market valuations.
US Fed meeting begins today: Will it contain India’s $17 billion FII exodus or cause more pain?
The US Federal Reserve is starting a critical meeting, with Indian markets anxiously awaiting its decision. The Fed is expected to hold rates steady, but its economic projections could impact foreign investor flows. Indian markets are sensitive to the Fed's stance on rates as it could either deter or encourage foreign investments, making the upcoming decision crucial.
FIIs don’t care whether it’s capex or consumption stocks. Selling spree hits most sectors
Foreign institutional investors (FIIs) have been rapidly offloading Indian equities, with February seeing notable sell-offs in sectors like capital goods, FMCG, financials, and oil & gas. Factors such as high valuations, attractive US bond yields, and Indian tax regimes are driving this exodus, significantly impacting market dynamics.
Non-stop selling! FII exodus crosses Rs 20,000 crore in first week of November
Up to Thursday, FIIs had net sold Rs 19,994 crore, per NSDL data, with another Rs 3,404 crore offloaded on Friday. Initially driven by a 'Buy China, Sell India' trend due to attractive Chinese stimulus measures, the FII sell-off intensified as weak Q2 earnings struggled to justify high valuations on Dalal Street.
FPIs pull out Rs 2.15 lakh crore so far in 2022, is there more pain ahead?
According to the data from depositories, the net outflow by foreign portfolio investors (FPIs) from equities crossed Rs 2.15 lakh crore on a year to date basis, which may increase further by the end of the month."One positive factor is that our domestic inflows in the markets have been able to absorb this significantly and have helped in containing further risks,"
Extreme foreign selloff in Indian stocks may ease, shows history
A pause in this persistent selling would also be a shot in the arm for stocks with high foreign ownership, especially financial and technology companies, due to the close relationship between performances to fund flows.
What stocks are FPIs, FIIs and DIIs buying and selling?
Here's a look at key trends in foreign and domestic institutional ownership of Indian equities. For instance, FIIs have reduced ownership in 90% of Nifty50 companies compared to December 2019 quarter; DIIs increased stake in 78% of companies.
Load More
