FOREIGN FUNDING
Indian PM Modi to attend ASEAN summit in Manila from November 16 to 17
Indian Prime Minister Narendra Modi will be visiting the Philippines on November 16 and 17. He will attend the summit of the Association of Southeast Asian Nations in Manila during his visit. India is recognized as a strategic partner of the ASEAN grouping, which consists of 11 member countries. The member countries include Thailand, Vietnam, Laos, and Cambodia among others.
MFs cut stakes in 79 companies for four straight quarters
Mutual funds in India have continued supporting domestic equities despite market volatility and foreign selling. They decreased stakes in 79 companies for four consecutive quarters until September 2026. While domestic investments by mutual funds totaled ₹4.6 lakh crore, foreign portfolio investors sold about $26 billion in equities. Notable companies with reduced mutual fund stakes include Shivalik Bimetal Controls and TeamLease Services, among others.
Reverse AI trade drives foreign inflows back to India but rising US inflation poses challenge: Ajay Bagga
Foreign investors are returning to Indian equity markets as global funds shift away from the artificial intelligence infrastructure trade in markets such as the US, Japan, South Korea and Taiwan, while India's relatively attractive valuations and falling crude oil prices are improving its investment appeal, banking and market expert Ajay Bagga said.
Promoters’ stake hits 3-year high while FIIs sink to 14-year low: What it means for Indian stocks
Indian promoters raised their ownership in listed companies to a three-year high as foreign institutional investors' shareholding fell to a 14-year low in September 2026. Promoters bought shares worth Rs 6,595 crore during the quarter, while domestic mutual funds reached a record ownership level, narrowing the gap with FIIs.
Rupee rises 7 paise to 93.70 against US dollar in early trade
The rupee strengthened 7 paise to 93.70 against the US dollar in early trade on Wednesday, supported by sustained foreign fund inflows, easing crude oil prices and improving geopolitical sentiment. The domestic currency has emerged as one of Asia's best performers in FY27, with traders expecting continued overseas investor participation to provide a buffer against external uncertainties.
Earnings recovery, FII revival: 5 factors that will shape Dalal Street's next move after Q2
Indian equities are recovering as stronger Q2 earnings, renewed FII inflows and attractive largecap valuations lift sentiment. Analysts identify five key triggers for Dalal Street’s next move, including global AI volatility, geopolitical risks and sectoral flows.
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Nvidia is 7% of the S&P 500, so if you have an index fund or pension, the Jensen Huang scandal is in your portfolio too
Nvidia faces a notable stock decline following the announcement that CEO Jensen Huang is under investigation by foreign intelligence. This situation raises alarms for investors since Nvidia holds a prominent position in the S&P 500. Although the investigation centers around allegations, Nvidia insists that national security is intact. Analysts are apprehensive about how this may influence Nvidia's strategic direction and leadership.
Jefferies sees largecaps benefiting from FPI revival; Reliance, HDFC Bank, Axis Bank among potential beneficiaries
Jefferies expects largecap stocks to benefit more directly from a potential revival in foreign portfolio investor (FPI) flows into Indian equities. The brokerage has identified 12 potential beneficiaries, including Reliance Industries, HDFC Bank, Axis Bank and Kotak Mahindra Bank, amid improving foreign flows and relatively reasonable valuations in the segment.
A blue brake on Trump's red agenda: Tariffs, spending and debt face a 'Democratic' reckoning in the US
Democratic control of Congress from January 2027 could constrain President Donald Trump's legislative agenda, increase scrutiny of his tariff policies and complicate fiscal decisions, Fitch's BMI said. While Trump retains executive powers over trade and immigration, prolonged funding negotiations and a potential debt-limit confrontation could raise financial market volatility.
Foreign investors keep faith in 83 stocks despite prolonged India selloff
Foreign portfolio investors have favored 83 companies, including LIC, ONGC, and Indian Bank, over the past four quarters. Despite foreign investors selling nearly $28 billion of Indian stocks, some companies saw increased holdings. Large-cap firms like Lupin and SAIL attracted more interest from FPIs during this period. Recent concerns over crude oil prices and inflation impacted the sentiment of foreign investors towards Indian equities.
Global brokerages turn bullish on Indian equities as market rebounds
Global brokerages HSBC, Citigroup, and Jefferies have upgraded their outlook on Indian equities. They cite improving earnings prospects and attractive valuations as key factors for this optimism. Recent foreign fund inflows and reduced oil prices further support this positive sentiment. Citigroup anticipates significant growth in the Nifty 50 by the end of 2027. Overall, Indian equities are poised for a sharp recovery in the coming years.
Indian rupee breaks six-day winning streak on state banks' dollar bids
The Indian rupee snapped its six-session winning streak on Monday, November 9, as dollar purchases by state-run banks outweighed positive momentum. The currency touched a six-month high of 93.69 per dollar before closing slightly lower at 93.9275. Lower crude oil prices and foreign equity inflows provided some support.
HSBC, Citi turn bullish as Indian stocks draw record inflows
Global banks are turning more positive on Indian stocks, indicating potential for continued growth and record foreign inflows. Recent data shows that India’s benchmark index surged nearly 8% this month, marking its best performance since mid-2022. As foreign investors shift back to Indian equities, analysts expect significant inflows and improved earnings growth in the coming fiscal years. Falling oil prices are also projected to support corporate profits and economic stability.
Taxpayers fret over loose ends in amnesty scheme, seek CBDT clarity on foreign asset disclosure rules as deadline nears
Many taxpayers are unsure if they need to report various accounts due to ambiguous regulations. Clarification is being sought from the Central Board of Direct Taxes regarding ownership versus authority, among other things.
AI slump revives Asia’s forgotten trades from China to India
Global investors are rethinking their Asia bets as the AI trade loses momentum following the US midterm elections. India and China are emerging as potential beneficiaries of the shift, with funds rotating towards undervalued stocks, domestic growth, healthcare, consumer companies and financials. India's limited AI exposure, easing oil prices and renewed foreign inflows are strengthening its appeal.
D-Street just 5% away from highs with a 10% bounce from lows
The rupee has shown a significant recovery, closing at 93.90 this week, its best level since April. Recent drops in oil prices have alleviated inflation concerns and supported the local currency. Simultaneously, foreign portfolio investors have made substantial net purchases in Indian equities, contributing to market stability. Indian equity indices have also rallied over 10% from recent lows, showing strong earnings.
D Street lights up, ends Diwali week with a firecracker of a Friday
Indian stocks witnessed impressive growth, with the Sensex and Nifty surging over 2%, defying declines in Asian markets. This robust rally is fueled by strong corporate earnings coupled with declining crude oil prices, boosting investor morale significantly. Over the recent weeks, foreign portfolio investors have surpassed net purchases of $4 billion, enhancing the positive outlook.
ED probes $1.5 million foreign funding trail across six countries over alleged meddling in India's domestic affairs
In a significant investigation, the Enforcement Directorate is examining the financial transactions of foreign companies that are tied to India's domestic issues. Investigators have followed $1 million in payments through various jurisdictions before pinpointing a firm in the UK. Of particular interest is the $500,000 that originated from a Canadian source.
India's forex reserves fall $2.6 billion to $717 billion as of October 30
India's foreign exchange reserves fell by $2.691 billion to $717.056 billion in the week ended October 30, extending a decline from their September peak. Experts attribute the drawdown partly to the deployment of FCNR(B) funds and RBI's dollar sales to support the rupee, while foreign currency and gold assets declined.
Sebi revises currency derivatives limits for unhedged positions aligning with RBI norms
Sebi has revised limits for unhedged positions in currency derivatives for domestic clients and FPIs. The new combined notional value limit is set at $5 million at any time. FPIs must control their short positions in foreign currency-rupee pairs to the same $5 million limit. To exceed this threshold for long positions, FPIs need to show underlying exposure in Indian securities.
"Allegation is baseless...no evidence provided": CJP's Saurav Das hits back at Jitendra Singh over foreign funding claims
The escalating war of words followed statements by Union MoS Jitendra Singh, who alleged that CJP activists are being funded by unauthorised foreign sources, deep state operatives, and anti-India organisations operating within and outside the country.
Sebi approves net settlement of cash market trades for mutual funds
India’s Securities and Exchange Board of India (SEBI) has greenlit the introduction of net settlement for mutual fund schemes, set to take effect on April 1, 2027. This initiative is designed to streamline funding requirements and boost market efficiency. Previously, net settlement was exclusive to foreign portfolio investors. Eligible transactions will now be confined to sales or purchases of a specific security, while cross-scheme netting will remain prohibited.
Rupee rises 14 paise to 94.61 against Us dollar in early trade
In early trade, the rupee appreciated by 14 paise, reaching 94.61 against the US dollar. This upswing was fueled by declining crude oil prices and a weaker US dollar. Additionally, the inflow of foreign funds and a buoyant equities market bolstered the rupee's strength. During this period, the Sensex increased by 435.10 points, while the Nifty rose by 115.
Sensex surges over 1,200 points, Nifty reclaims 23,400 as RIL leads rally
Indian equity markets experienced a significant surge, primarily driven by Reliance Industries which saw an 11.6% increase. Easing crude oil prices and renewed diplomatic talks regarding Iran contributed positively to investor sentiment. The BSE Sensex rose by more than 1,200 points, while the NSE Nifty exceeded the 23,400 mark. Broader market segments, including metals and cement stocks, also experienced noteworthy gains.
Faith-based groups get only 6 pc of foreign contributions received in India: FCRA JPC chief
The Joint Parliamentary Committee is currently reviewing the implications of the Foreign Contribution Regulation Act Amendment Bill. Notably, churches only receive a mere six percent of total foreign donations, while NGOs dominate the majority. Opposition groups express concerns over the bill's potential adverse effects on minority organizations and social initiatives.
Indian stocks may recover on steady growth and earnings, Axis AMC says
Indian stocks are expected to recover in the financial year due to strong earnings and economic growth. The Nifty 50 index has decreased significantly after years of gains, partly due to global issues. The fund manager emphasizes that foreign fund outflows do not indicate a decline in India's growth prospects. Certain sectors like AI, energy, and domestic manufacturing are highlighted for potential investment.
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