Indian Equity Market

Foreign investors turned net buyers of Indian equities in November, infusing Rs 53,739 crore in the first nine days after two consecutive months of outflows, driven by the AI-led sell-off in global markets, strong domestic earnings growth and attractive large-cap valuations. The latest investment follows net outflows of Rs 34,843 crore in October and Rs 35,861 crore in September, according to data available with the depositories. "The sudden change in FPI stance was triggered by the AI sell-off in the US and other AI markets like South Korea, Taiwan and Japan. "This sell-off, in turn, was triggered by fears surrounding data centre spending in the US. The Democrats, who won both chambers of Congress, are opposed to indiscriminate data centre spending. They will demand guardrails for AI," said V K Vijayakumar, Chief Investment Strategist at Geojit Investments. The AI-led sell-off has made India, widely regarded as a non-AI trade, an attractive destination for Foreign Portfolio Invest

FIIs sold a record ₹4.55 trillion worth of Indian equities in Samvat 2082, while DIIs bought ₹8.55 trillion, cushioning the market against global turmoil and foreign selling

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 ...

The reversal could provide a much-needed boost to a market grappling with regulatory curbs aimed at reining in speculative trading

Mahindra Manulife MF's Krishna Sangahvi says largecap valuations look attractive, but cautious domestic investors and uncertain foreign flows remain key challenges.

Kotak Mahindra Capital Co. reclaimed the top position after working on 45 deals through the end of September, capturing a 9.5% market share

Almost $10 billion of deals have been priced in August, led by the government's blockbuster $3.2 billion sale of shares in LIC

Nifty posts its sixth straight loss as fading hopes of an end to the Iran war keep crude prices elevated and push global bond yields higher, hurting risk appetite.

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

India's lack of AI plays has been a hurdle most of the year as investors turned to markets like South Korea and Taiwan that delivered stellar returns

PPFAS Mutual Fund's $14.9 billion Flexi Cap Fund has added exposure to IT services companies over the past three months to May as valuations cooled sharply

Near-term earnings may face pressure from geopolitical tensions, but improved valuations and strong fundamentals keep India's long-term market outlook intact

Elevated oil prices and prolonged West Asia crisis may hit earnings, but staggered investing offers opportunity for long-term investors, says Nippon MF CIO

FPIs pulled out ₹17,823 crore from Indian equities in early December, with heavy selling in financials and IT, while oil & gas and metals saw selective buying

Nifty 50 trading at 20% discount, highest in 17 years

Rising investor numbers hint at a shift, yet broad household uptake stays low

Among companies, Maruti Suzuki is expected to gain market share with new SUV launches and a revival in first-time buyers, prompting the brokerage to raise its target from ₹14,262 to ₹18,360.

₹94,829 cr August DII inflows second-highest after October 2024

GDP in India grew at 7.8 per cent in April-June quarter in real terms, but nominal growth, which represents output at current market prices, fell to 8.8 per cent from 10.8 per cent in last 3 months

The US-headquartered firm sees a compelling case for a re-rating, driven by India's increasing share in global output, stable fiscal and monetary frameworks