FPIs are dumping Indian equities worth Rs 33,598 cr so far. Will sentiment deteriorate further?

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 […]

Massacre on D-Street! Investors to lose over Rs 16 lakh crore this week as Nifty, Sensex crashes; market down 5% from all-time highs – The Times of India

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 […]

India set to record record FII outflows as net sales reach Rs 1.58 lakh crore by 2025

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 […]

Patience with domestic money will be tested and FPIs could return in 2026

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 […]

Rupee at 90+: Why IT is Becoming a Safe Haven and Where the Real Risks Still Hide

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 fate of the rupee is to depreciate and 90/US dollar is the new normal: Nilesh Shah

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 […]