Foreign portfolio investors (FPIs) have become aggressive sellers of Indian equities, selling shares worth Rs 33,598 crore through January 23, according to NSDL data. This is the highest monthly outflow since August 2025.This reflects a sharp deterioration in foreign sentiment towards Indian markets, amid macroeconomic headwinds and continued global uncertainty. According to VK Vijayakumar, Chief […]
Market participants said sentiment was further undermined by a shift to safe-haven assets and continued foreign fund outflows. (AI image) It’s a massacre on Dalal Street! India’s stock indices Nifty50 and BSE Sensex have fallen more than 2% this week, causing investors to lose over Rs 16 lakh crore. Even as US President Donald Trump’s […]
Indian importers have canceled at least 1.30 lakh tonnes (lt) of soybean oil deals with South American countries. This is mainly due to the depreciation of the rupee against the dollar and the price difference between imported and domestic soya oil. Brazil and Argentina are the main South American countries supplying soybean oil to India. […]
Foreign institutional investors (FIIs) are poised to end 2025 with a record-breaking exodus from Indian equities, which will mark the largest net outflow ever seen in the country’s capital markets. As of December 27, FIIs have sold shares worth Rs 22,130 crore through the stock exchanges, taking the cumulative share sale in calendar year 2025 […]
Liquidity chases performance. Assets and markets that outperform others attract liquidity, and that will always be the case; It was no different in 2025. Within the global equity canvas, major markets have almost all outperformed Indian equities. Unlike domestic participants who invest largely in Indian equities, FPIs can choose from a wide range of markets.There […]
The rupee hit a new all-time low of 90.41 against the dollar on Friday, reflecting strong demand for dollars from importers amid rising global precious metals prices. The currency hit an intraday record low of 90.56 against the dollar.The lack of an India-US trade deal and Mexico’s imposition of protectionist tariffs on India and other […]
The sharp fall in the rupee has given India’s IT sector a near-term profit cushion, but analysts caution against assuming a sustained revaluation. According to Sandip Agarwal, principal officer and co-founder of Sowilo Investment Managers, the recent rally in IT stocks is largely a defensive move as investors seek protection from currency volatility rather than […]
The rupee’s fall above 90 per dollar can be used to raise an uncomfortable question: could the Indian currency fall to 100? The decline so far has been steady, not sudden, and is rooted in a mix of weaker exports, heavy foreign outflows and a global environment that continues to favor the US dollar. The […]
The rupee breached the psychologically significant 90 mark against the US dollar for the first time on Wednesday as India’s trade gap, continued exits by foreign investors and a delay in the much-awaited trade deal with Washington weighed on the local currency, experts said.The rupee was trading at a low of 90.29 against a dollar […]
The rupee’s “fate” is to depreciate further, and the 90 per dollar mark breached on Wednesday is the new normal for the Indian currency, a senior financial services executive said on Wednesday.Nilesh Shah, head of Kotak Mahindra Mutual Fund and also a part-time member of the Prime Minister’s Economic Advisory Council (EAC-PM), said India’s performance […]