Fii Flows

Institutional investors tilt to financials; capex sectors in focus: Antique

In January 2026, mutual funds increased their exposure to domestic sectors such as services, cement, real estate, consumer services, financial services, and power & utilities

AI scare triggers worst FII fortnightly exit from IT stocks since July 2025

The correction in the tech pack has been driven by mounting concerns among investors over the potential impact of AI on the sector's growth outlook

STT hike, US deal, NSE listing: SMC's Aggarwal decodes 2026 market roadmap

The reduction in US tariffs and the interim trade deal framework are set to significantly boost India's export competitiveness, said Subhash C. Aggarwal

FIIs pull out ₹333 bn in January; smart money moves from FMCG to metals

Jan'26 witnessed sharpest outflow of Rs333bn since Aug'25. FMCG, healthcare and consumer services saw highest outflows in Jan'26

Infosys, Bhel, Arvind: Antique lists top gainers from India-US trade deal

The India-US trade deal, Antique believes, is significantly positive for Indian equities as FPI equity outflow of $34 billion since October 2024, the highest among emerging markets (EMs), may reverse

Budget may not lure FPIs immediately: Somil Mehta, Mirae Asset Sharekhan

India's structural story (demographics, digitisation, manufacturing) is intact despite tactical noise, said Mehta

Nifty could outrun S&P in 2026, mirror earnings growth: Amish Shah, BofA

Our analysis over past two decades suggests Nifty sustains higher valuations only during periods of strong earnings growth/upgrades, which is unlikely next year, Shah said.

Stock Market Highlights: Sensex slips 435 pts, Nifty ends at 25,840; SMIDs outperform; IT leads fall

Sensex Today | Stock Market LIVE Updates, December 9, 2025: In the broader markets, the Nifty MidCap index was up 0.32 per cent, and the Nifty SmallCap index was up 1.14 per cent

Stock Market Highlights: Sensex tumbles 609 pts; Nifty ends below 26k; Realty cracks 3%; VIX up 8%

Sensex Today | Stock Market Highlights, December 8, 2025: In the broader markets, Nifty Midcap 100 index closed 1.83 per cent lower, while Nifty SmallCap 100 index settled 2.6 per cent lower

Stock Market close: Sensex jumps 447 pts, Nifty at 26,186 as investors cheer RBI rate cut

Sensex Today | Stock Market close, Dec 5, 2025: In the broader markets, the Nifty MidCap index gained 0.49 per cent, and the Nifty SmallCap index dropped 0.57 per cent

Nvidia's bullish outlook: What it means for Mag 7, Indian IT and FII flows

Nvidia projected fourth-quarter revenue of $63.7-66.3 billion, topping the $61.98 billion average analyst estimate, according to Bloomberg

Expect a shift from derivatives to cash-market investing: Emkay's Karwa

As the global artificial intelligence (AI)-led trade moderates due to rich valuations, India will re-emerge as one of the most attractive growth markets in a slowing global environment, Karwa said

Sensex rises 860 points, Nifty above 26,000: Why are markets rising today?

The US could substantially slash tariffs on Indian exports as the two countries near a trade deal that could see New Delhi cutting oil purchases from Russia, according to reports

Rs 6 trillion & counting: DIIs pump record money in Indian stocks in 2025

The strong domestic flow, meanwhile, offset the selling by foreign portfolio investors (FPIs) during CY25, who pulled out $23.3 billion (Rs 2.03 trillion) from the domestic equity markets.

Record-setting 2025: Gold, S&P 500 on a tear; Nifty sits on the sidelines

In 2025 so far, Nifty and Sensex have risen by nearly 7 per cent, while gold and silver have rallied 53.09 per cent and 74.65 per cent, respectively

Nuvama stays cautious on Indian equities; downgrades banks, upgrades IT

Nuvama expects the earnings downgrade cycle to persist as export weakness and slower government spending offset tailwinds from Goods and Services Tax (GST) cuts

Foreign investors should turn positive on India by early 2026: Sujan Hajra

The upward revision in RBI's FY26 growth forecast signals strong confidence in India's domestic economic momentum which has consistently beaten expectations

Why Sensex rallied 800 pts, Nifty hit 24,850 after RBI Policy; key reasons

Broader market indices saw buying, Nifty MidCap 100 was up 0.29 per cent, and Nifty SmallCap 0.57 per cent

Two big triggers that could stop FIIs from selling India stocks in H2FY26

The near-record selling by foreign investors has come at a time when policymakers have already played their best cards, for now, analysts opine.

Sensex tanks 800 pts, Nifty below 24,650 amid tariff jitters; top reasons

Stock market crash: The Sensex fell 827.27 points, or 1.01 per cent, to an intraday low of 80,332.41, while the Nifty50 dropped 261.4 points, or 1.05 per cent, to 24,629.45 levels.