RECORD FOREIGN FLOWS
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.
Why cheap stocks offer more safety than strong inflows, says Sundaram AMC MD
Two years ago, seasoned asset manager Anand Radhakrishnan moved from a long, successful stint as Chief Investment Officer (CIO) at Franklin Templeton India to take over as Managing Director (MD) at Sundaram Asset Management Company. In this conversation with Sanket Dhanorkar, he shares his views on the market correction, shift in interest rate cycle, valuations and money flows, and more.
Bumper returns is the call! How can investors make money in Samvat 2083 after a year of stagnation?
After a rough year marked by heavy FPI outflows, geopolitical tensions and soaring crude prices, Indian equities staged a sharp pre-Diwali recovery. Easing oil prices, renewed foreign buying and improving corporate earnings have revived hopes for Samvat 2083. However, concerns over midcap and smallcap valuations, global uncertainty and uneven earnings growth could make the recovery challenging.
Nifty bulls reclaim 25,000 mark as FIIs step up India buying: 5 factors that will determine D-Street's fate next week
Indian equities rallied nearly 9% last week as the Nifty reclaimed 25,000 and the Sensex gained 8.82%. FIIs bought Rs 45,960 crore, while DIIs sold Rs 24,197 crore. Investors will track AI stocks, crude oil, geopolitical developments, US Treasury yields, India's October inflation data and Nifty technical levels in the coming week.
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.
Muhurat Trading 2026: Sensex, Nifty has 80% strike rate. Will this trend continue as Samvat 2083 kicks off?
The Indian stock market is preparing for a special muhurat trading session this Sunday, marking the start of the new Hindu financial year, Samvat 2083. In the past, both Sensex and Nifty have thrived in eight out of ten muhurat sessions. Analysts predict this year's session may unlock selective investment chances in robust companies, with the overall market trend appearing cautiously optimistic as investors anticipate promising double-digit returns ahead.
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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.
Nifty soars 11% in 10 days, but why is your portfolio not moving up?
Nifty surged 10.75% in 10 sessions, crossing 25,000, but gains remained concentrated in large-cap stocks. Foreign investor inflows boosted heavyweight shares, while midcap, smallcap and microcap indices continued declining, disappointing retail investors.
Why did market rally today? Sensex ends 1,718 pts higher, Nifty reclaims 25,000 as D-Street concludes bumper week. 4 factors behind today’s gains
In a surprising turn of events on Friday, both Sensex and Nifty soared by more than 2%, contrasting with the downturn seen in global markets. This upward movement was sparked by a historic influx of share purchases by foreign investors, emphasizing their belief in India's financial potential. Mahindra & Mahindra shone bright with robust earnings information, though broader markets faced challenges.
Nifty’s 8% surge this week is the best since January 2021. Are bulls here to stay?
Nifty surged 8% this week, marking its biggest weekly gain since January 2021, as foreign investors returned to Indian equities. Strong Q2 earnings, attractive valuations and a global shift away from AI-linked stocks supported the rally. The key question now is whether renewed buying can sustain the market's recovery.
$5 billion in 5 days! Why FIIs are suddenly shopping Indian stocks non-stop this Diwali
Foreign institutional investors have poured nearly $5 billion into Indian equities in five trading sessions, marking a sharp reversal after months of heavy selling. Strong Q2 earnings, softer crude prices, stable currency and the global AI sell-off are improving India's appeal, with investors rotating towards relatively undervalued markets and large-cap stocks.
Bloodbath in Nasdaq, Kospi and Nikkei but why Nifty is an oasis of peace amid global rout
A global AI-led tech selloff has battered US and Asian markets, wiping out $3 trillion from S&P 500 companies. However, Indian equities are showing relative resilience as investors rotate away from crowded AI trades. Market experts believe India's lower exposure to the AI boom, attractive large-cap valuations and renewed foreign inflows could help it weather the global rout.
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.
Ahead of Market: 10 things that will decide stock market action on Friday
Indian markets staged a powerful rally, with Sensex jumping 2,009 points and Nifty gaining 576 points. Improved global sentiment, easing crude prices, US midterm election results, foreign investor buying and strong Q2 earnings lifted market capitalisation above Rs 500 lakh crore.
FIIs pour Rs 15,000 crore into Indian stocks in biggest single day buying over a year
Foreign institutional investors invested Rs 14,975 crore in Indian equities on Thursday, marking their biggest single-day purchase in over a year. The buying spree boosted market sentiment, sending the Nifty up 2.4% amid easing crude prices and improving global cues.
A global AI selloff could send money India's way, says Uday Kotak
Uday Kotak highlighted the potential for India to attract foreign investment as global AI valuations rise. Indian equities have performed relatively well, rebounding nearly 10% from lows earlier this month. Despite the drop in tech-heavy Asian markets, local stocks demonstrate resilience due to continued domestic investor confidence.
Rs 40,000 crore in 13 days! Is the great FII reversal finally here to save Nifty bulls?
Foreign institutional investors have pumped nearly Rs 40,000 crore into Indian equities in 13 trading sessions, raising hopes of a sustained reversal after months of heavy selling. Falling crude oil prices, improving corporate earnings, attractive valuations, a weaker dollar and expectations of an LTCG tax cut are driving the renewed optimism.
Upbeat earnings bolster case for India stocks as Asia wavers
Indian equities are outperforming Asian peers, supported by stronger-than-expected corporate earnings, improving valuations and renewed foreign investor inflows. September-quarter profits rose 20% among major companies, boosting market sentiment. However, elevated oil prices, currency pressures and slower earnings upgrades remain key risks to sustaining the rally.
Diwali 2026: Will Sensex, Nifty reclaim their peaks or scale new highs? Analysts map the road ahead
Market analysts are tentatively optimistic about Indian equity markets seeing a resurgence in the next financial year. Expectations suggest that both the Sensex and Nifty may rise to their past peak levels by Diwali 2027, driven by improving corporate profitability. While favorable valuations and steady domestic investments bolster this outlook, global uncertainties like inflation, interest rates, and oil prices could pose challenges.
India's stock market volatility since last Diwali saw 60 stocks lose up to 96%
At least 63 stocks with a market capitalisation of over Rs 1,000 crore have lost more than half their value since last Diwali, with some plunging 60-95% amid a broad-based selloff across sectors. Elitecon International was the worst performer, tumbling 96%, followed by Reliance Infrastructure, Kothari Industrial Corporation and Fischer Medical Ventures.
FPIs pour Rs 21,715 crore into Indian stocks in 10 days; is record sell-off finally reversing?
Foreign portfolio investors infused $2.29 billion into Indian equities over 10 days, signalling improving sentiment. Strong corporate earnings, attractive valuations and potential LTCG tax relief could revive foreign inflows, while crude oil prices remain a key risk.
Record-breaking FII selling may have peaked, says Nomura. Why the Nifty target could rise
FIIs may be nearing the end of their record selling spree in Indian equities as outflows ease, earnings beat expectations and valuations fall below post-pandemic averages, according to Nomura. Foreign investors sold around $8.8 billion since September 15, although the pace has moderated. Meanwhile, companies in Nomura’s BSE 200+ universe reported 34% year-on-year profit growth, beating consensus estimates by 18%.
$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.
Nifty's Diwali-to-Diwali slide: Will year-end gains light up Dalal Street?
The Nifty index has faced notable drops over the last year, heavily impacted by foreign investor outflows and surging crude oil prices. Experts indicate a chance for a year-end comeback, dependent on better corporate earnings and domestic investments. Nevertheless, ongoing volatility and geopolitical strains might limit market advancements in the next few months. The September-quarter earnings season hints at improvement, potentially raising investor confidence.
Sebi backs removal of LTCG tax for foreign investors: Report
To boost foreign investment interest, India's Securities and Exchange Board has put forth a proposal to scrap long-term capital gains tax for foreign investors and extend tax relief to mutual fund investors. This move is designed to counteract the high capital gains taxes and transaction costs faced by foreign entities, aiming to enhance the overall attractiveness of India's equity market.
Cheap stocks aren’t enough: The one trigger FIIs need to return to India
FIIs have pulled nearly $64 billion from Indian equities over the past two years, marking the longest and deepest sell-off in two decades, according to JM Financial. Despite cheaper valuations and an improving earnings outlook, foreign investors remain on the sidelines, with a sustained decline in crude oil prices emerging as a key trigger for their return.
FII retreat deepens: Almost every second Nifty stock sees stake cuts in all 3 quarters of 2026
This year has seen Foreign Institutional Investors (FIIs) divest nearly ₹3 lakh crore in Indian equities, causing a significant reduction in their stakes. As a result, FII ownership has declined in about half of the Nifty stocks over the past three quarters. Meanwhile, Domestic Institutional Investors (DIIs) have increased their equity holdings, reflecting a change in market dynamics amidst frequent foreign sell-offs.
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.
FIIs hold $717 billion worth of Indian stocks, but trim exposure across 56% of Nifty 500 companies. Where are they investing?
FIIs held $717 billion worth of Nifty 500 stocks in September 2026, with private banks accounting for the largest share of their investments. While foreign investors increased exposure to sectors such as healthcare, technology and automobiles, they trimmed holdings in 56% of Nifty 500 companies over the past year.
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