As foreign portfolio investors (FPIs) continue to exit Indian markets amid global uncertainties, Budget 2026 could play a crucial role in stabilizing stock sentiment, says market expert Sudip Bandyopadhyay. Strategic measures targeting FII issues should be the main focus for policymakers, he emphasized.“The only surprise announcement I am looking forward to is if they go […]
This budget is presented at a time when market conditions are extremely turbulent. Broader investor sentiment is weak, market participation is weak and risk appetite remains subdued, apart from the trading rebound over the last few trading sessions. The rupee has fallen to a new low, hovering around 92 points, as trade uncertainties and geopolitical […]
As global markets grapple with volatility, changing interest rate expectations and evolving growth stories, investors are reassessing asset allocation across commodities, equities and themes like AI. In an interaction with ET Markets, Joanne Goh, Senior Investment Strategist at DBS Bank, shares her views on gold and silver, warns of froth in parts of AI trading […]
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 […]
For years, India has assumed that foreign capital will return naturally – driven by demographics, GDP growth and a compelling long-term story. But global capital does not invest in stories. It invests in risk-adjusted returns measured in USD. And on that front, the data provides a clear warning.Over the past fourteen years, Indian equities (NIFTY, […]
Hello and welcome to ET Market Watch, I am Neha Vashishth.Indian shares closed lower for the third straight session, continuing a sharp sell-off that has wiped out nearly ₹14 lakh crore of investor wealth in just three days.As markets rebounded from the day’s lows, experts warn the rebound appears tactical and not structural. Here’s what […]
In the curtailed week, markets largely consolidated within a narrow range, with Nifty ending the week almost flat with a marginal positive bias. There was a trading holiday on Thursday due to the Mumbai municipal elections. The benchmark index had low participation and remained within the range throughout the period, given the absence of major […]
India’s overall GDP growth may look impressive, but equity markets are likely to focus more on earnings acceleration and valuation comfort going forward, said GV Giri, president and head of research at IIFL Capital.Speaking to ET Now, Giri said India’s reported real GDP growth of 8.2% should be viewed with caution as it is supported […]
Indian shares closed higher on Monday, with the Sensex and Nifty breaking a five-session losing streak after a late afternoon recovery, as investors took comfort from signs of renewed engagement between New Delhi and Washington on trade. The initial losses eased sharply after the incoming US ambassador to India said the two sides would begin […]
Markets saw a sharp weekly sell-off, dragged down by weak global signals and rising uncertainty. Selling pressure increased in the second half, leaving sentiment firmly negative. The Sensex fell 2.55% to 83,576.24, while the Nifty fell 2.45% to 25,683.30, one of the sharpest falls in recent months. The broader markets underperformed, indicating clear risk appetite.Global […]