A potential valuation correction, artificial intelligence trade (AI) trade unwinding and the Strait of Hormuz opening for business, the note said, could stem these outflows
The upswing in the yield curve largely reflects worsening expectations around fiscal and inflation outcomes, an unfortunate fallout of the West Asia crisis for India's macros.
Citigroup's India head of investment banking, Rahul Saraf, said more deals should emerge as multinationals reassess portfolios and divest non-core assets
FPIs have reduced shareholding in large-cap stocks like HDFC Bank, Reliance and Infosys since 2022 while increasing exposure to Paytm, Eternal, Polycab and healthcare stocks, ICICI Securities said
The upward revision in prices for both fuels, said Jyotivardhan Jaipuria, founder and managing director at Valentis Advisors, was already expected though the quantum of ₹3 per litre seems too less.
Value of gold imports rose in FY26 even as volumes fell. Apurva Sheth of Samco explains why higher gold duty may not curb demand and why fuel price hikes could better protect India's fiscal position
Experts believe the markets, which were already nervous owing to the West Asia war, may have overreacted to PM Modi's appeal for austerity measures given the sharp fall seen in the last two days.
While the small- & mid-cap rally may not sustain the extraordinary pace witnessed in recent months, a sharp reversal also appears unlikely amid strong domestic liquidity, writes Srimal of Axis Direct
Several SMID companies are trading at substantial premiums to historical averages, reflecting expectations of uninterrupted earnings growth. That assumption may prove fragile, says Apurva Sheth
While the bulk of foreign selling is likely over after the outflows over the recent months, Goldman Sachs does not see foreign investors returning to Indian shores in a hurry, even if oil prices dip.
Active equity funds lost share in mutual fund AUM for the first time since Covid as investors shifted towards passive, hybrid and precious metal-backed products
A FIFA-WTO study estimates the 2026 World Cup could generate $80.1 billion in global output, add $40.9 billion to global GDP, and support around 824,000 jobs
ICICI Securities said that AI-led disruption in IT services and inflationary pressures from the West Asia war have emerged as key risks for India Inc during Q4FY26 results season
Brokerages see policy continuity and stronger political stability after state poll outcomes, but caution that global risks, oil prices and currency pressures may weigh on markets in the near term
The share of individual investors (retail and High Net Worth Individual (HNI) combined) in companies listed on the NSE declined to a 5-year low of 9.11 per cent as on March 31, 2026.
