Foreign investors fled Indian equities in 2025 at a scale never seen before, pulling out a record Rs 1.6 lakh crore (USD 18 billion) as volatile currency movements, global trade tensions, especially potential US tariffs, and stretched valuations eroded risk appetite, though flows are expected to turn sustainably positive in 2026.
Most active traders prefer mobile applications that provide real-time alerts, including price targets -- functions that dealers once delivered through client calls.
Indian benchmark indices Sensex and Nifty experienced declines due to a sharp rally in crude oil prices, continuous foreign fund outflows, and geopolitical uncertainties. Regulatory developments in the banking sector, particularly the implementation of the Expected Credit Loss (ECL) framework, also contributed to the selling pressure.
According to pollster Pradeep Gupta, years of TMC "misrule" that created a "climate of fear", Prime Minister Narendra Modi's charisma and the organisational abilities of Amit Shah and the RSS brought the BJP to power in West Bengal.
The Indian rupee depreciated by 34 paise to close at 93.78 against the US dollar, marking its third consecutive session of decline. This fall is attributed to escalating crude oil prices driven by uncertainty surrounding US-Iran peace talks and fresh attacks in the Strait of Hormuz, alongside significant foreign institutional investor outflows from domestic equity markets.
Market maven Andrew Holland on why India missed the AI wave, why FIIs are leaving, why he personally invests in cryptocurrencies and why he's still betting big on the country.
The Indian real estate sector received a record equity capital inflow of Rs 14.25 billion last year, higher by 25 per cent annually, as developers and institutional investors remained bullish on growth potential, according to CBRE.
The Indian rupee depreciated by 28 paise to settle at 93.44 against the US dollar, influenced by ongoing uncertainties surrounding West Asia peace negotiations, volatile crude oil prices, and the Reserve Bank of India's recent adjustments to non-deliverable forward market regulations.
Indian IT stocks experienced a significant downturn following OpenAI's acquisition of consulting firm Tomoro, intensifying fears that global AI companies are encroaching on traditional IT service models through end-to-end consulting and implementation services.
The benchmark BSE Sensex's trailing 12-month price-to-earnings (P/E) multiple has declined to 20.2x, its lowest since May 2020, driven by a record $42 billion FPI selloff since September 2024 and concerns over corporate earnings and economic growth.
India's outward foreign direct investment (FDI) saw a significant increase of 27.5 per cent, reaching $7.06 billion in March, primarily driven by a sharp rise in guarantees for overseas units, according to the Reserve Bank of India.
'FPIs are unlikely to return unless there is equilibrium between valuation premium and earnings growth.'
Indian benchmark stock indices, Sensex and Nifty, closed nearly 1 per cent lower due to surging crude oil prices, weak global market trends, and significant foreign fund outflows, with geopolitical tensions and inflation concerns further dampening investor sentiment.
The Indian rupee appreciated by 23 paise to settle at 92.91 against the US dollar, driven by a weakening American currency, retreating crude oil prices, and renewed foreign institutional investor (FII) inflows amid increasing hopes of easing geopolitical tensions.
IT firm Tech Mahindra announced a 16 per cent increase in its consolidated net profit to Rs 1,353.8 crore for the January-March quarter of FY26, with revenue from operations rising 12.6 per cent to Rs 15,076.1 crore, driven by an accelerated transition to an AI-led organisation and record deal wins.
New demat account additions in India reached an 11-month low in March, with only 2.15 million new accounts opened, significantly below the 12-month average. This slowdown is attributed to a sharp decline in equity markets, escalating West Asia tensions, and increased crude oil prices impacting India's economic outlook.
History is rarely decided by who has the biggest weapons, but by who has the better process. The same rule applies to investing, says Ramalingam Kalirajan.
Infosys' board has approved annual performance-based stock grants worth Rs 51.75 crore for Chief Executive Officer and Managing Director Salil Parekh, aligning with his tenure ending in March 2027.
Indian equity benchmark indices Sensex and Nifty surged significantly in early trade, mirroring a global market rally and a drop in crude oil prices below USD 100 per barrel, driven by renewed hopes of diplomatic engagement between the US and Iran.
Mahindra & Mahindra Ltd reported a significant 48.5 per cent jump in consolidated profit after tax to Rs 5,259.91 crore in the March quarter, primarily attributed to strong performance in its auto and farm sectors, alongside ambitious plans for new SUV and EV launches.
Indian benchmark indices Sensex and Nifty experienced a significant tumble in early trade, driven by surging global oil prices, continuous outflows by Foreign Institutional Investors (FIIs), and persistent geopolitical uncertainties, particularly in West Asia.
Foreign portfolio investors have started 2026 on a cautious note, extending their selling streak from last year by withdrawing Rs 7,608 crore ($846 million) from Indian equities in the first two trading sessions of January. The withdrawal of funds followed the largest outflow of Rs 1.66 lakh crore ($18.9 billion) recorded in 2025, triggered by volatile currency movements, global trade tensions and concerns over potential US tariffs, and stretched market valuations.
Indian markets on Dalal Street rallied sharply as easing tensions in the US-Iran conflict and stable oil prices boosted sentiment. Track Nifty50 and BSE Sensex performance and key global triggers.
The central bank is yet to consider actions such as a rate hike or mobilising dollar inflows from non-resident Indians to boost forex reserves as it cannot afford to continue with them for long when the rupee's internationalisation tops its agenda, explains Tamal Bandyopadhyay.
Ask rediffGURU Reetika Sharma your insurance, mutual fund and personal finance-related questions.
The Indian government has issued an updated Standard Operating Procedure (SOP) for processing Foreign Direct Investment (FDI) applications, aiming to clear all proposals within 12 weeks, a two-week extension from the previous 10-week target, to ensure a fully paperless and transparent process.
Bharat Forge reported modest Q4FY26 results but provided strong guidance, anticipating significant growth from its defence, aerospace, and data centre segments, with a projected 25 per cent revenue growth in Indian manufacturing for FY27, despite current high valuations.
The Indian rupee depreciated 20 paise to close at a fresh all-time low of 94.88 against the US dollar, driven by surging Brent crude oil prices, hovering around USD 115 per barrel, and persistent foreign capital outflows.
A study by IIT Gandhinagar researchers reveals that urban greening alone is insufficient to reduce heat stress in Indian cities, highlighting the need for climate-responsive planning that considers humidity, ventilation, and urban compactness.
Indian markets on Dalal Street rallied sharply as easing tensions in the US-Iran conflict and stable oil prices boosted sentiment. Track Nifty 50 and BSE Sensex performance and key global triggers.
The Indian rupee depreciated by 52 paise to settle at 93.35 against the US dollar, driven by failed US-Iran peace talks, surging crude oil prices due to a potential US blockade of Iranian ports, and a global flight to the greenback. This geopolitical uncertainty is also leading to foreign capital withdrawal from domestic equities.
Foreign investors pulled out Rs 17,955 crore (Rs 2 billion) from Indian equities in the first two weeks of this month, taking the total outflow to Rs 1.6 lakh crore (Rs 18.4 billion) in 2025.' This sharp withdrawal follows a net outflow of Rs 3,765 crore in November, extending the pressure on domestic equity markets.
Equity mutual funds attracted Rs 29,911 crore in November, marking a 21 per cent increase from the preceding month, according to data released by industry body Amfi on Thursday. This rise in inflows comes after three consecutive months of decline, signalling an improvement in investor sentiment.
Indian benchmark indices, Sensex and Nifty, closed almost unchanged in a volatile session as investors reacted cautiously to mounting geopolitical headwinds and a significant jump in crude oil prices, with Brent crude surging to USD 94.68 per barrel.
Indian benchmark indices Sensex and Nifty surged over 1 per cent, with the Sensex jumping 918.60 points, driven by strong buying in banking and financial counters and a positive trend in global equities, fuelled by hopes of easing West Asia tensions.
Wipro reported Q4FY26 IT services revenue of $2.6 billion, a modest 0.2 per cent Q-o-Q constant currency growth, with adjusted operating profit margin beating estimates at 17.2 per cent. The company announced a significant share buyback of ~15,000 crore, but faces near-term growth challenges, particularly in the BFSI segment, and has issued a soft Q1FY27 revenue guidance.
The Indian rupee weakened against the US dollar due to geopolitical tensions surrounding the Strait of Hormuz and ahead of the Reserve Bank of India's monetary policy review.
They accounted for 39.1 per cent of the premium paid to trade equity options in September 2025.
Analysts are increasingly optimistic about India's capital markets, with HDFC AMC, CAMS, and KFin Technologies identified as top investment picks. This optimism stems from a structural shift in household savings towards financial instruments and an expected multi-year earnings expansion for market infrastructure providers and asset management companies.
Former IPL chairman Lalit Modi suggests Kolkata Knight Riders (KKR) should offer Gautam Gambhir a long-term role with equity, similar to Shane Warne's deal with Rajasthan Royals.
