The post-Covid euphoria surrounding direct equity investing has ebbed in 2025. Individual investors have turned net sellers in the domestic equity market, pulling out about 8,461 crore so far this year - a sharp reversal from the record purchases seen in 2024, according to a report by the National Stock Exchange of India (NSE).
In April alone, they snapped up shares worth Rs 19,664 crore, recording their biggest buy since October 2024.
Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism -- especially in smallcaps -- can turn into a sustained bull run, points out Debashis Basu.
Analysts predict that the ongoing conflict in West Asia, crude oil price fluctuations, and the US Federal Reserve's interest rate decision will significantly influence the Indian equity market this week.
India's net direct tax collections have surged by 16.4 per cent year-on-year to 6.51 trillion as of July 13, primarily driven by robust growth in corporate tax receipts, according to provisional data from the Central Board of Direct Taxes (CBDT).
Macroeconomic data announcements, global trends and trading activity of foreign investors would be major driving factors for market movement this week, analysts said. Unabated capital infusion by domestic institutional investors have supported the positive trend in the stock market last week, traders said.
Indian benchmark stock indices, Sensex and Nifty, declined for a second consecutive day, primarily due to selling pressure in IT, oil & gas, and select banking shares. Concerns over the US-Iran negotiations and a sluggish monsoon further dampened market sentiment.
Foreign investors have largely been exiting one part of the market while domestic investors have been enthusiastically accumulating another, points out Debashis Basu.
The Indian stock market's movement this week will be significantly influenced by the outcome of US-Iran talks, global crude oil prices, and the trading activities of foreign institutional investors (FIIs), according to market analysts.
The Indian equity market is set for an event-heavy week, with analysts pointing to the Reserve Bank of India's (RBI) interest rate decision, developments in the US-Iran situation, and crude oil prices as the primary determinants of market trends.
'Buy on dips, buy on dips and sell on rise.'
Amidst a sharp run-up in gold and silver prices, investors are advised to rebalance their portfolios by booking partial profits in precious metals and reallocating to domestic equities and debt, according to financial experts.
The Indian rupee gained 2 paise to settle at 93.33 against the US dollar, driven by positive sentiment in domestic equity markets and renewed hopes for US-Iran talks, despite rising WPI and CPI inflation.
Indian benchmark indices Sensex and Nifty saw a significant rebound in early trade, driven by a sharp decline in crude oil prices and easing geopolitical tensions in the West Asia, which improved market sentiment and reduced inflation fears. Track Sensex, Nifty on July 27.
Indian benchmark indices, Sensex and Nifty, saw early gains, primarily driven by IT stocks, amidst expectations of a less aggressive monetary policy from the US Federal Reserve following softer inflation data. Global market trends and upcoming Q1 results are also influencing investor sentiment. Track Sensex, Nifty on july 16.
Indian benchmark indices Sensex and Nifty saw a significant rebound in early trade, driven by softer-than-expected US inflation data which has reinforced expectations of a less aggressive monetary policy stance from the Federal Reserve, providing relief to global risk assets.
Direct plans of mutual fund schemes added nearly 21 million individual investor folios in FY26 (as of February), surpassing regular plans' 15 million net additions, marking only the second time direct plans have outpaced regular plans in annual folio growth, despite turbulent equity markets.
The Securities and Exchange Board of India (Sebi) has proposed a new framework to manage strike prices for options contracts, aiming to ensure continuous availability of suitable contracts even during sharp intraday market swings. This move addresses concerns that extreme price movements can leave traders without appropriate options for hedging or positioning.
'I don't see fear becoming a dominant factor for retail investors.'
Indian benchmark indices Sensex and Nifty rallied in early trade, driven by a positive trend in global markets, cooling crude oil prices following a US-Iran peace deal, and fresh foreign fund inflows.
Indian stock markets are set to be influenced by developments in US-Iran negotiations, crude oil prices, and foreign investor activity in the upcoming holiday-shortened week, according to market analysts.
Indian benchmark indices, Sensex and Nifty, rebounded in early trade after two days of decline, driven by positive global market trends and strong buying in auto stocks. This recovery follows a robust performance in US markets and a rally in Asian markets, particularly Japan's Nikkei, fueled by AI-driven technology optimism. Track Sensex, Nifty on July 1.
Indian benchmark indices Sensex and Nifty experienced a significant decline in early trade, driven by renewed tensions between the US and Iran and a subsequent spike in global crude oil prices, creating uncertainty in the market. Track Sensex, Nifty on July 8.
Indian stock markets are expected to remain highly sensitive to geopolitical developments, particularly the US-Iran situation, and crude oil prices this week, with analysts also highlighting the influence of the rupee-dollar trend, foreign investor activity, and upcoming inflation data.
Indian stock markets extended their gains for a second consecutive session, with the Sensex closing 736 points higher, driven by a global equity rally and a significant drop in crude oil prices following the finalisation of a peace deal between the US and Iran to end their 107-day conflict and reopen the Strait of Hormuz.
Indian benchmark indices, Sensex and Nifty, extended their rally for the fourth consecutive day, driven by a significant drop in crude oil prices and strong performance from IT firms, despite mixed global cues.
JPMorgan has downgraded Indian equities to 'neutral' from 'overweight', citing elevated valuations, rising earnings risks, and limited exposure to next-generation technology like AI. The brokerage believes other emerging markets offer more attractive risk/reward propositions despite India's strong structural growth story.
Indian stock market benchmarks, Sensex and Nifty, saw gains in early trading, driven by anticipation surrounding the Reserve Bank of India's monetary policy decision, despite mixed global cues and significant FII outflows.
Pre-listing shareholder lock-ins for 53 companies, valued at $11 billion, are set to expire between July and September, according to an analysis by Nuvama Institutional Equities, though not all shares are expected to flood the open market.
FPIs have already withdrawn Rs 2.6 trillion from Indian equities in 2026, exceeding the outflows recorded in any previous full calendar year.
Indian stock market benchmark indices Sensex and Nifty rebounded in early trade, driven by a decline in crude oil prices, supportive global cues, fresh foreign fund inflows, and buying in blue-chips like Reliance Industries and HDFC Bank. Track Sensex, Nifty movement on June 22, 2026.
Indian benchmark indices Sensex and Nifty rebounded in early trade, driven by strong buying in blue-chip stocks and positive cues from Asian markets, following a significant selloff in the previous session.
'In the past six months, capital markets have seen a dip, and realty is struggling. The stock-market investor will be cautious of putting that investment in real estate when there may be a slowdown coming.'
India's gross savings rate is projected to be nearly 47 basis points higher in FY25 than previously estimated, following the Securities and Exchange Board of India's (Sebi) revision of the methodology for calculating household savings routed through the securities market.
Investors are keenly awaiting clarity on Reliance Jio Infocomm's IPO, the company's AI and data centre strategies, and next-generation leadership structure at Reliance Industries Ltd's (RIL's) 49th annual general meeting (AGM).
For the first time in a decade, inflows into equity mutual funds (MFs) decoupled from the past performance of the equity market, as investors continued to pour money into the market unperturbed by lacklustre returns.
In essence, Tata Sons will continue to be a CIC, whether registered or unregistered. It will have to follow the 90:60 principle.
If it qualifies as belonging to the upper layer, public listing will be one of the regulatory requirements. However, if it qualifies as 'unregistered CIC', it will escape from prudential regulation, explains Tamal Bandyopadhyay.
Foreign Portfolio Investors (FPIs) withdrew nearly Rs 33,000 crore from Indian equities in May, bringing the total outflow for 2026 to Rs 2.25 lakh crore, driven by weak earnings growth, rupee depreciation, and more attractive opportunities in other global markets.
Indian benchmark equity indices, Sensex and Nifty, closed lower due to investor caution over rising bond yields, a weaker rupee, and fresh fuel price hikes, which have revived inflation concerns.
'India is an equity market with a breadth and depth of companies to invest in.'
