Indian Equities

Digital payments and fintech major PhonePe sees an opportunity to bring millions of Indians who save through gold, fixed deposits and mutual funds into the equity market, with its rebranded 'PhonePe Invest' platform serving as a "bridge" for first-time investors, according to Founder & CPTO Rahul Chari. PhonePe on Monday rebranded its investing and trading platform Share.Market as PhonePe Invest, bringing it into its broader financial ecosystem. The platform combines stocks, IPOs, mutual funds and F&O offerings with a newly launched Portfolio Optimiser, a proprietary tool to help users build, review and optimise their portfolios. Chari, who is PhonePe's Founder & Chief Product and Technology Officer, told PTI that the rebranding reflects a broader shift in the company's approach, from serving active investors and traders to also addressing those who have begun saving through smaller, regular investments and may now want to enter the equity market. "When we started ...

Foreign portfolio investors (FPIs) have withdrawn Rs 52,100 crore from Indian equities in October so far, as elevated crude oil prices, higher US bond yields and a stronger dollar weighed on investor sentiment. The latest outflow follows a net withdrawal of Rs 35,861 crore in September. FPIs had invested Rs 20,200 crore in Indian equities in July and Rs 29,631 crore in August, according to data from the Central Depository Services Ltd (CDSL). With the latest selling, cumulative FPI outflow from Indian equities in 2026 has reached Rs 3.12 lakh crore, way higher than the Rs 1.66 lakh crore withdrawn during the entire 2025, the data showed. Dheeraj Gaur, Chief Investment Strategy Officer at Choice Wealth, said FPIs continued to sell Indian equities amid elevated US bond yields, a stronger dollar and rising crude oil prices. Sticky US inflation has also fuelled expectations of a Federal Reserve rate hike, making US assets more attractive to foreign investors, he said. Meanwhile, expen

The absence of artificial intelligence focus in Indian equities, which is among factors blamed for the selloff by foreign investors, will turn into a "strength" in a year, and the same set of people will come back to bet on our other fundamentals, a top policymaker said on Thursday. The rupee, which has seen some sessions of a depreciation and is hurtling towards its lifetime lows, is likely to continue being under pressure, Chief Economic Advisor V Anantha Nageswaran said while speaking at SBI-Amundi India Investor Seminar here. "If the AI boom stumbles, India is well placed to gain... one year from now, we might find that the absence of an AI trade, will turn up to have been India's strength," Nageswaran said. Acknowledging that the absence of AI opportunities is considered a drawback of global investors when it comes to the country, the academic-turned-policymaker said India is set to have a "second mover advantage" on this front. Terming AI as a "borrowing story", Nageswaran sa

The spread between the Sensex's earnings yield and the US 10-year Treasury yield has turned negative and is now at its lowest level in 14 months

Harshad Patwardhan says prolonged high oil prices remain a key risk, while investors under-exposed to equities should consider gradually increasing exposure through a 6-12 month STP

Foreign investors pulled out Rs 13,138 crore from Indian equities in the first half of September, as heightened global uncertainty pushed crude oil prices higher, while rising US bond yields and a firm dollar weighed on risk appetite. The latest outflow comes after Foreign Portfolio Investors (FPIs) turned net buyers in July and August, infusing Rs 20,200 crore and Rs 29,630 crore, respectively, according to data from the Central Depository Services (India) Ltd (CDSL). Prior to that, FPIs remained net sellers for four consecutive months from March to June. With the latest withdrawal, the total outflow from Indian equities by FPIs has climbed to Rs 2.37 lakh crore so far in 2026, surpassing the Rs 1.66 lakh crore withdrawn during the entire 2025, the data showed. According to NSDL data, FPIs withdrew Rs 13,138 crore from Indian equities in the first two weeks of September, till September 11. Vedant Gupte, Co-Founder and CEO of investment platform Trackk, said the September selling

Sensex and Nifty end about 2 per cent lower for the week at their lowest levels since June 11, while broader markets outperform despite widespread sectoral losses

Infy leads selloff as investors turn cautious on a sector already grappling with AI disruption

Foreign portfolio investors (FPIs) infused Rs 30,919 crore in Indian equities in August, extending their buying streak to a second straight month, amid improving corporate earnings, resilient economic activity, stable rupee and easing geopolitical concerns. The inflow follows Rs 20,200 crore invested in July, marking a sharp turnaround after four consecutive months of heavy selling. FPIs had withdrawn Rs 49,340 crore in June, Rs 32,963 crore in May, Rs 60,847 crore in April and a massive Rs 1.17 lakh crore in March. Prior to the selling streak, they had invested Rs 22,615 crore in February, according to CDSL data. The two straight months of buying, following the worst six-month stretch in years, offer the first indication of a possible trend reversal. However, foreign investors remain net sellers in Indian equities in 2026, with withdrawals of Rs 2.23 lakh crore so far. This is higher than the Rs 1.66 lakh crore outflow recorded during the entire 2025. "The important factors drivi

Friday's selling wiped out most of the net FPI inflows recorded in August, reducing net buying to ₹454 crore; DIIs purchased equities worth ₹5,184 crore

S&P 500 and Nifty 50 offer free cash flow yields of 2.7 per cent each, compared with 5 per cent for Europe's Stoxx 600, according to market data

FPI ownership in NSE-listed companies fell to 15.1 per cent, while domestic mutual funds raised their stake for the 12th straight quarter to a record 11.6 per cent

FPI buying decisions had a stronger link to stock performance in Q1FY26, even as their share of NSE-listed companies' market capitalisation fell to a 14-year low

More BSE stocks advanced than declined for a second straight month in July as strong earnings, FPI inflows and broad-based buying lifted large-, mid- and small-cap indices

Global uncertainties remain the biggest driver of market sentiment despite healthy domestic indicators, says Bank of India Mutual Fund CIO Alok Singh

The Fed's decision to hold rates while signalling a hawkish stance has heightened uncertainty, leaving investors to navigate volatile stock and bond markets without clear forward guidance

Benchmark indices gained around 1 per cent as easing geopolitical tensions pulled down crude prices, while the rupee emerged as the best-performing Asian currency

BNP Paribas expects Indian equities to recover as earnings improve, with private banks, telecom and consumer staples favoured despite crude oil and geopolitical risks

July's IPO boom continues with Manipal Health, while investors track Nifty support levels, rising crude prices and Suzlon Energy's appeal against Sebi before SAT

Foreign portfolio investors turned net buyers in the first half of July, with consumer services, metals and mining, and healthcare attracting the highest equity inflows