FPI
Market may deliver bumper returns by next Diwali as valuations and earnings align, says Raamdeo Agrawal
Indian equities enter Samvat 2083 on a strong note, with Nifty surging 8.6% last week and reclaiming 25,000. Motilal Oswal Chairman Raamdeo Agarwal cites improving earnings, ₹45,970 crore in FPI inflows, stable currency and easing global pressures as potential drivers.
For long- and medium-term investors: Cycles turn, principles don’t; 5 large-cap stocks with upside potential of up to 29%
These are the stocks that fell the most, so they may bounce back the most if the fund flows return. They are the ones FPI money will target first. And they tend to be the businesses with great track records, the ones that have been through bad patches like this before and have come out unscathed. Yes, we are talking about large-cap stocks.
FIIs pump Rs 45,960 crore into Indian stocks in a week; is the tide finally turning for Dalal Street?
Foreign institutional investors poured a net Rs 45,960 crore into Indian equities in one week, reversing October’s outflows and fuelling a sharp market rally. Improving earnings, attractive valuations and global AI stock corrections are driving renewed interest. However, sustainability of inflows, crude prices and geopolitical risks remain key concerns.
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.
Rupee finally bounces back, closes at 93.90 on Friday, after hitting nearly 97/$ in May and Oct
The rupee emerged as Asia's best-performing currency this week, strengthening to 93.90 against the dollar. Falling crude oil prices, nearly $4 billion in foreign equity inflows, short covering and improved investor sentiment supported its recovery.
FIIs turn buyers in IT, telecom stocks in second half of October ahead of Diwali
Technology stocks in India are seeing increased interest from foreign institutional investors as Diwali approaches. After struggling in the first half of October, the IT and telecom sectors have gained attention. Foreign portfolio investors made significant net purchases of Indian equities in late October. This upward trend follows substantial selling earlier in the month. The shift highlights a renewed focus on technology investments within the Indian market.
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Scrap, cut or tweak? Centre weighs options on LTCG, STT to stem foreign investor exodus
The Centre is weighing proposals to scrap or lower long-term capital gains tax and recalibrate securities transaction tax as it seeks to address foreign investor outflows. Market participants have favoured scrapping LTCG on equities and selectively raising STT on options, while regulators are understood to support removing LTCG to attract overseas capital.
M-cap of BSE-listed companies tops Rs 500 lakh crore mark
The BSE has hit a significant milestone as the collective market capitalization of listed firms exceeded ₹500 lakh crore, driven by a comprehensive market rally and new listings. Although many indices remain below their historical peaks, strong demand from foreign portfolio investors and favorable global signals have led to an uplift in market sentiment. Challenges such as geopolitical shifts and profit booking, however, could threaten future expansion.
Bulls roar! Market value of BSE-listed companies crosses Rs 500 lakh cr for first time as Sensex soars 2,000 pts. More upside ahead?
Indian markets rallied sharply, pushing BSE's total market capitalisation past Rs 500 lakh crore for the first time. Easing crude oil prices, renewed FII buying, a stronger rupee and improving geopolitical sentiment supported gains. However, analysts caution that sustained momentum depends on foreign inflows, earnings growth and crude prices.
US midterm outcome offers limited relief to India; oil, Russia sanctions remain key risks: Report
The outcome of the US midterm elections is expected to offer only marginal relief to India. Crude oil prices and potential tariffs on Russian oil purchases will continue to present economic challenges. While a Democratic majority may enhance diplomatic engagement, immediate trade relief seems unlikely. The rupee and foreign portfolio investor inflows could see some positive impact.
Trump hits a midterm wall: Past precedents & impact on India
The Democrats are expected to take control of both chambers of the US Congress after recent elections. This shift may disrupt Donald Trump's presidential agenda for the remaining two years. Additionally, the issuance of H-1B visas for Indians significantly decreased due to a recently imposed fee levy. Indian exports to the US saw fluctuations, closing at slightly positive growth figures.
Pull it, not just for better FPIs: Scrap FPI capital gains tax to boost inflows, strengthen rupee and cut fiscal deficit
Scrapping the long-term capital gains tax could significantly enhance foreign portfolio investment in India. This move would likely lead to a stronger rupee and reduced fiscal deficit for the government. Historical data suggests that foreign capital flows have a direct correlation with the value of the rupee. The elimination of this tax could also support higher valuations and better disinvestment proceeds.
SBI targets 14-15 pc credit growth, govt may revisit LTCG tax amid FPI outflows: Chairman CS Setty
Speaking exclusively to following the bank's Q2 FY27 financial results presentation, Setty expressed confidence in sustaining credit growth despite concerns over rising borrowing costs and competition for deposits.
We will consider the call for review of LTCG tax: Finance minister Nirmala Sitharaman
"The circumstances have changed and, therefore, the voices of concern are louder,'' she said at a media event, in reference to reports that her administration has received suggestions to review levies on long-term capital gains (LTCG) for overseas investors. "I quite appreciate that. So, I'll consider all this... Our growth is very important, where people are putting their very best, we are able to see sustained 7(%)-plus growth.''
Government has fiscal headroom to absorb Rs 50,000 crore revenue loss from LTCG tax abolition: SBI Research
SBI Research indicates that eliminating the long-term capital gains tax may lead to a modest revenue decline, estimated to be between Rs 40,000-50,000 crore for FY28. The suggested reforms involve raising the exemption limits and introducing lower tax rates based on extended holding durations. Furthermore, an increase in the Securities Transaction Tax is expected to help mitigate some revenue losses, thereby fostering foreign investment and enhancing market confidence.
Hunting for Diwali winners? 8 brokerages name 58 stocks with big upside potential; Eternal, L&T among top picks
Eight brokerages have shortlisted 58 stocks for their Diwali 2026 portfolios across sectors such as banking, IT, defence, automobiles and hospitality. Eternal, L&T and Indian Hotels are the most popular picks, featuring in four brokerage portfolios each, while Kotak Mahindra Bank appears in three. ICICI Bank, Tech Mahindra, Tata Steel and Adani Ports are among the other recurring recommendations.
ET Wealth Expo 2026| India's next investment mega trend is a $1.5 trillion wealth transfer: Ganesh Mohan
Speaking on the sidelines of ET Wealth Expo 2026 in Mumbai, Mohan identified intergenerational wealth transfer as one of the major socio-cultural mega trends unfolding in India. He believes the shift will go beyond the transfer of assets between family members and could trigger a fundamental change in investment preferences, with younger investors potentially moving towards financial assets, equities and more diversified portfolios.
FPI holding hits multi-year lows in 70% of top 100 Indian companies
Foreign investors have significantly reduced their holdings in nearly 70% of India's leading companies in recent years. Major firms, including banks and IT sectors, are seeing foreign ownership decline to multi-decade lows. This decrease in foreign investments mirrors diminished expectations for growth in India relative to other global markets. Although some companies experience slight increases in foreign ownership, they still remain at historical lows.
Lowering LTCG isn't a magic bullet
A reduction in Long-Term Capital Gains (LTCG) tax could uplift sentiment in India's equity market, especially as foreign investors withdraw. The current landscape is shaped more by external economic influences than tax adjustments. The reinstatement of LTCG has rendered India less appealing compared to rivals like Hong Kong and Singapore. A strategically planned tax cut may provide clearer policy stability for investors while preserving fiscal responsibility.
FPI G-Sec outflows nearly halve to Rs 5,400 crore in October
Foreign portfolio investors reduced their selling of Indian government securities and equities in October compared to September. Despite this, high oil prices and global yields pose challenges for sustained portfolio inflows. Economists caution that the slowdown may not indicate a definitive change in foreign investment trends. Political dynamics in other emerging markets might influence foreign capital movement toward India.
November could favour bulls, but macro headwinds cloud outlook
In November, investors are optimistic about Indian equities due to ongoing festive celebrations and better-than-expected corporate earnings. While the Sensex and Nifty boasted gains in October, other market indices saw declines. However, potential threats such as rising crude oil prices and global uncertainties remain. A noticeable surge in purchases by foreign portfolio investors signals renewed interest in Indian stocks.
FPI buying returns to Dalal Street as global investors rethink AI bets
Foreign portfolio investors have shifted from aggressive selling to net buying of Indian equities recently. They invested nearly $1.2 billion over the last ten trading sessions, particularly in large-cap stocks. This change in behavior may be attributed to concerns regarding the artificial intelligence trade influencing investor decisions. Globally, markets saw corrections, while Indian indices had a mixed performance in October.
FPIs pull out Rs 34,843 cr from equities in Oct; turn net buyers last week
Amidst rising economic fears, foreign portfolio investors withdrew Rs 34,843 crore from Indian equities in October. Although they had made significant contributions in July and August, outflows continued through September. By late October, a turnaround occurred as foreign investors became net buyers, infusing approximately Rs 6,300 crore into the market. Support from domestic institutional investors provided much-needed stability as all eyes turn to potential global impacts on investor sentiment.
Assam govt forms panel to frame rules for implementation of Uniform Civil Code
The Assam government has created an eight-member committee to develop rules for the Uniform Civil Code Bill. This bill aims to provide a common legal framework for various personal matters across religions. It prohibits polygamy and mandates the registration of live-in relationships while exempting Scheduled Tribes in Assam. The committee is expected to submit its draft rules within one month. The bill has already received approval from the Assam assembly.
No law, no disclosure order: SC rejects Mahua Moitra's AIF, FPI plea
The Supreme Court has refused to instruct the Securities and Exchange Board of India to enforce public disclosure requirements. Trinamool Congress leader Mahua Moitra filed a PIL emphasizing the need for transparency and investor awareness. The court stated there is currently no legal framework supporting such disclosures for Alternative Investment Funds and Foreign Portfolio Investors. Moitra expressed concerns regarding market manipulation, money laundering, and tax evasion due to opaque structures.
Supreme Court rejects Mahua Moitra's plea for public disclosure of AIF, FPI owners
The Supreme Court dismissed TMC MP Mahua Moitra's plea regarding the public disclosure of ultimate beneficial owners. The court noted that no legal framework currently mandates such disclosure by the market regulator, SEBI. While the court acknowledged the importance of investor awareness, it emphasized limitations under Article 32 of the Constitution. Solicitor General Tushar Mehta opposed the petition, highlighting the absence of statutory provisions.
Sebi to review FPI rules, align with global norms
The Securities and Exchange Board of India is set to release a consultation paper aimed at refining compliance requirements for foreign portfolio investors. Chairman Tuhin Kanta Pandey highlighted the progress in the onboarding of international funds while pointing out the heavy compliance burden in India. Sebi is also considering the possibility of self-listing for stock exchanges despite the challenges that may arise.
Sebi to review FPI compliance norms, issue consultation paper to align with global standards
Sebi Chairman Tuhin Kanta Pandey stated they will review compliance requirements for foreign portfolio investors in India. A consultation paper will seek feedback on aligning these norms with global standards while ensuring investor protection. This initiative aims to enhance foreign investor participation in domestic markets and streamline access procedures. Additionally, Pandey emphasized the significance of domestic savings along with international capital to support market development.
Sebi may ease extra disclosure rules for foreign portfolio investors
The Securities and Exchange Board of India (Sebi) is reassessing its strict extra disclosure protocols for foreign portfolio investors. These protocols demand comprehensive investor data from funds with specific asset levels and concentrated equity risks. Sebi aims to reinforce market transparency while averting measures that could destabilize the financial landscape.
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