Foreign portfolio investors withdrew over Rs 22,530 crore ($2.5 billion) from Indian equities so far this month amid rising US bond yields and a stronger dollar, continuing their selling streak from last year. This came following an 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.
As India start their T20 World Cup title defence in less than 72 hours, one is tempted to look at Suryakumar Yadav and Gautam Gambhir's working relationship which has been fantastic, at least so going by the results -- a whopping 31 wins in 39 games with a winning percentage of 79.48.
The BSE Smallcap index hit an over eight-month low of 47,627.96, falling 3 per cent in Tuesday's intraday trade amid selling pressure due to ongoing tariff-related concerns and rising geopolitical tensions.
For decades, the Siliguri Corridor was treated as a geographical vulnerability to be quietly managed. Today, it has emerged as a focal point of eastern geopolitics.
Stock market is gearing up for an eventful week ahead where key triggers such as quarterly earnings from corporates, the US Fed interest rate decision and the upcoming Union Budget for 2026-27 would grab the limelight, analysts said.
'We believe the truth is in the middle, and that India is at an important crossroads.'
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.
Just over a year ago, India was investors' top pick among EMs. Its slide down the rankings follows $30 billion (over 2.5 trillion) of foreign selling over the past 12-13 months.
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.
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.
Foreign investors have pulled out Rs 11,820 crore ($1.3 billion) from Indian equities in the first week of this month, primarily driven by the sharp depreciation of the rupee. This sharp withdrawal follows a net outflow of Rs 3,765 crore in November, further pressuring markets.
After a brief pause in October, foreign investors resumed selling, pulling out a net Rs 3,765 crore from Indian equities in November, driven by global risk-off sentiment, volatility in global tech stocks and selective preference for primary markets over secondary markets.
The Reserve Bank of India (RBI) on Friday delivered a 25 basis point (bps) repo rate cut analysts expected, driven by the strong 8.2 per cent GDP growth in the September quarter. However, analysts do not expect a runaway market rally as the impact of US tariffs continues.
'. I had never expected that our party would get less than 4 per cent votes in the assembly polls'
The continued MF buying has pushed the equity holding of MFs to over Rs 50 trillion for the first time.
Analysts at Morgan Stanley have updated their outlook for the Indian markets, and they now expect the Sensex to hit the 107,000 mark by December 2026 in a bull-case scenario, translating into an upside of 26 per cent from current levels.
Former poll strategist Prashant Kishor's Jan Suraaj Party fails to win any seats in the Bihar assembly elections, while his prediction about JD(U)'s performance proves inaccurate. The article analyzes Kishor's political journey and future prospects.
Importers are rushing to hedge their dollar positions amid the sharp depreciation of the rupee against the American currency and expectations of further volatility even as exporters are holding off after suffering mark-to-market (MTM) losses on earlier hedges.
The INDIA bloc in Bihar has announced Tejashwi Yadav as its chief ministerial candidate, signaling a united front after weeks of internal disagreements. The move aims to challenge the incumbent NDA government, with both sides engaging in political maneuvering and accusations.
After big win in Bihar, the BJP is likely to push harder in Tamil Nadu, where the DMK government and the uneasy BJP-AIADMK alliance are preparing for a tense election filled with seat-sharing fights, changing alliances, and the unpredictable entry of Vijay's TVK party, predicts N Sathiya Moorthy.
According to official records, Kishor is enrolled as a voter in West Bengal at 121, Kalighat Road, the address of the Trinamool Congress headquarters in Kolkata's Bhabanipur assembly constituency, which is Chief Minister and TMC chief Mamata Banerjee's seat, he said.
After withdrawing money on a net basis for the past three months, foreign portfolio investors (FPIs) have turned buyers with a Rs 6,480 crore investment in October so far, driven by strong macroeconomic factors.
'A tally less than 150, even if it is 120 or 130, shall be a defeat for me'
Campaigning has concluded for the second and final phase of the Bihar assembly elections, marking the end of a month-long intense political battle. Key candidates and prominent leaders from various parties held rallies and roadshows to woo voters.
Janata Dal-United supremo Nitish Kumar is set to be sworn-in as Bihar chief minister for a record 10th time on Thursday, days after the National Democratic Alliance secured a landslide victory in the assembly elections.
An ECI statement issued from New Delhi put the voter turnout at 68.76 per cent. The female turnout (74.03 per cent) was significantly higher, compared with males (64.1 per cent).
Bihar recorded its highest-ever voter turnout of 67.14 per cent in the second and final phase of the assembly elections. The election is seen as a referendum on Chief Minister Nitish Kumar. Kishanganj recorded the highest polling percentage at 76.26.
139 Naxalite cadres surrendered in Maharashtra and Chhattisgarh, marking a significant turning point in the fight against Left Wing Extremism. The surrenders included a top Maoist strategist and were hailed as a sign of the movement's decline.
Following their landslide victory in the Bihar assembly polls, NDA leaders have begun discussions on forming a new government. Key coalition partners visited Chief Minister Nitish Kumar's residence, expressing support for his continued leadership. The article also touches on political developments within the RJD and reactions to the election results.
Former poll strategist Prashant Kishor's Jan Suraaj expressed disappointment over its poll debacle in the Bihar assembly elections, attributing the NDA's victory to cash transfers to women.
Foreign portfolio investors (FPIs) remained net sellers of Indian equities in September, withdrawing Rs 23,885 crore (around $2.7 billion) and taking year-to-date outflow to Rs 1.58 lakh crore ($17.6 billion).
Rashtriya Janata Dal president Lalu Prasad Yadav's daughter Rohini Acharya on Sunday charged cohorts of her brother Tejashwi Yadav with accusing her of donating a 'bad' kidney to her father, 'in exchange for crores of rupees and a party ticket'.
'The biggest game changer has been the belief among Maoists that they can surrender and join the mainstream'
'An asset must generate income. Equities yield dividends, bonds pay coupons, deposits give interest, and real estate earns rent.' 'Gold, silver, and even Bitcoin produce no income, they merely store value. So, they should not be compared to productive assets.'
Prashant Kishor's Jan Suraaj party faces skepticism and challenges as it enters the Bihar Assembly elections, with critics questioning its experience and impact.
Prashant Kishor's Jan Suraaj Party reiterated its promise to scrap the liquor ban in Bihar if elected, planning to use the revenue to secure loans from international financial institutions.
Jan Suraaj Party founder Prashant Kishor announces his participation in the upcoming Bihar assembly elections, with the candidate list to be revealed on October 9. He predicts a significant vote share for his party and claims it will be Nitish Kumar's last election as Chief Minister.
The first phase of Bihar assembly elections saw a moderate pace of polling across 121 constituencies, with 53.77% voter turnout reported till 3 pm. Sporadic incidents of violence were also reported. Key leaders are in the fray for both the ruling NDA and the opposition INDIA bloc.
The National Democratic Alliance was set to sweep the Bihar assembly polls, surging ahead in over 200 of 243 seats on Friday with the Bharatiya Janata Party emerging as single largest party with about 90 per cent strike rate, reaffirming the popularity and campaign clout of Prime Minister Narendra Modi, who was the face of the ruling alliance through the poll battle in the highly sensitive political state.
Voters are weighing a stark trade-off -- between preserving a socially driven policy and reversing course to revive revenue, restore fiscal balance, and rein in the underground liquor economy.
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