The unprecedented rally in artificial intelligence (AI)-linked stocks has led to Indian companies being excluded from the top 10 constituents of the MSCI Emerging Markets (EM) Index for the first time in over two decades, raising concerns about concentration risk.
DIIs invested $22.8 billion in Indian equities in Q2CY26.
Morgan Stanley analysts, led by Ridham Desai, predict that the next phase of the Indian market rally will be primarily driven by the April-June quarter (Q1FY27) corporate earnings season and the performance of the monsoon.
'Healthy double-digit returns are still possible, though a sharp rally is unlikely.'
'Mobius made EMs investable and India his most enduring belief.'
IT stocks had their worst first half fall in decades, with the Nifty IT index declining 31% in the January-June 2026 period, its biggest decline in the first six months of a calendar year since 2003.
'In investing, poor sentiment is always a good vintage to build a portfolio.'
'Even if India is attractive, FPIs currently lack the funds to invest, as money is being redirected to the US.'
Domestic mutual funds have infused the highest ever -- Rs 4.84 trillion -- this year amid strong inflows via SIPs.
You can't be the second-most expensive market in the world and deliver just 10 per cent EPS growth, points out Akash Prakash.
The recent global fund flow data suggests that one big cycle of foreign fund allocation into India may have come to an end and the trend could remain soft for a longer time, according to a report by Elara Capital. The note said last week's outflow of $302 million from India's dedicated funds is the largest since June 2022.
'As long as Sebi maintains transparency and market stability, the Jane Street episode is unlikely to deter long-term foreign capital.'
'It was very clear in the Parliament election that there was an erosion of Hindu votes in southern Kerala from the CPI-M to the BJP.'
'Delhi's streets were not alleys but an artist's canvas,' the eminent poet Mir Taqi Mir noted more than 150 years ago. Syed Firdaus Ashraf savours the sights and cuisine of the national capital.
Pushpa 2's advance bookings have set a new record, with advance bookings standing at Rs 50 crore on Day One.
If it was Andhra Pradesh last Budget, it's poll-bound Bihar that has now turned to Centre with a list of demands. How the NDA government is delivering on promises.
Global trends, tariff-related updates and trading activity of foreign investors would be the key drivers for the equity market movement this week, analysts said. Markets witnessed a strong rebound last week, with the benchmark indices surging over 4 per cent.
The finance minister continues to be backed by the same policy team in charting out the broad strategy as in the few earlier Budgets.
We asked colleagues, present and past, to reflect on a man who has made such a difference to their lives and careers. Here it is then, a rich collection of memories that offer enchanting glimpses of the enigmatic Ajit Balakrishnan.
'The Budget needs to focus more on social welfare schemes.'
Now that the economy is growing at a higher-than-expected rate, it is time to accelerate the pace of fiscal consolidation, and the Budget could be a good starting point, argues Rajesh Kumar.
'2025 is the year to build a portfolio for the future. Focus this year should be on valuations and visible growth.'
The interim Budget proposals that will be presented on February 1 in the backdrop of the general elections scheduled in April/May 2024 are likely to have a hint of populism, believe analysts, but are unlikely to derail the government from its path of fiscal prudence.
Which entrepreneur would willingly part with her or his hard-earned money for grasping, self-serving politicians? asks Debashis Basu.
There hasn't been any dramatic moment in the first act (the Budget) but nobody would complain. It's par for the course as long as the figures don't change in the main Budget, which will be presented after general elections.
Foreign investors have continued selling in the Indian market, pulling out a massive Rs 85,790 crore (around $10.2 billion) from equities this month due to Chinese stimulus measures, attractive stock valuations, and the elevated pricing of domestic equities. October is turning into the worst-ever month in terms of foreign fund outflows. In March 2020, FPIs withdrew Rs 61,973 crore from equities.
This sort of property is better suited for an investor rather than an end user.
The study claims that from its peak of 18 per cent of gross domestic product in 2008, the crony capitalists' wealth is now down to three per cent
A potential risk to the rupee's appreciation trajectory lies in the event of a delay in the Federal Reserve's rate cut cycle, particularly if core inflation in the US remains elevated.
'While investors need to be prepared for making some losses, they should not lose big money chasing euphoria amid fear of missing out.'
Foreign Portfolio Investors' (FPIs) selling spree continues as they pulled out over Rs 3,400 crore from the Indian equity markets in the first three trading sessions of November on rising interest rates and geopolitical tensions in the Middle East. This came after such investors withdrew Rs 24,548 crore in October and Rs 14,767 crore in September, data with the depositories showed. Before the outflow, FPIs were incessantly buying Indian equities in the last six months from March to August and brought in Rs 1.74 lakh crore during the period.
What makes Conway a standout performer among most overseas recruits is his mastery over spinners which is an absolute must to be a consistent success in the IPL.
We have our own problems for sure and they are not trivial, but for now, our economy is in not too bad a shape, our politics is as personality-driven and authoritarian as that of most countries in the world. We must make the best of what we have and not be excessively unhappy looking at the grass on the other side of the septic tank which may not be greener after all!, observes Shreekant Sambrani.
'Today, we have 150,000 orders a month. And a monthly sale of Rs 1 crore.'
The real requirement for the finance minister's explanatory speech is to explain the measures taken in the Budget to influence inflation and growth not just through the announcement of a deficit goal, but more broadly through the impact on money supply, consumer demand, foreign trade and investment, explains Nitin Desai.
Regional films may have prevailed over the country, but regional leaders still have far mountains to climb to reach Delhi, asserts Shreekant Sambrani.
19% of 320 institutional investors managing $1.3 trillion prefer India as investment destination in 2017
The improving earnings and economic outlook has titled the scales back in favour of Indian equities this year, reports Pavan Burugula.
The dinner Jill Biden and her husband US President Joe Biden hosted for Indian prime minister Narendra Modi, June 22, at the White House brought together, Indians and Americans from so many firmaments.
After an extremely stable 2023, the Indian rupee started 2024 on a promising note and has turned out to be the best-performing Asian currency so far in January, appreciating 0.1 per cent despite 2 per cent rise in the dollar index. All other Asian currencies depreciated by around 1.4-4 per cent during the month. The local currency regained its ground against the greenback on the back of foreign portfolio inflows, said market participants.
