A balanced allocation to gold for crisis protection, bonds for stability, and quality equities for growth can help build resilient portfolios in CY25
Indian Rupee today: The domestic currency opened seven paise higher at 88.62 against the dollar on Thursday
Sensex Today | Stock Market Close Highlights, Sept 22: US President Donald Trump's new H-1B visa fees rule triggered panic selling among investors, especially IT shareholders, on D-Street today
India has not done badly-it's just that other markets have done better, Wood said. For India, he believes, the inflows from domestic investors have been critical in preventing a correction.
India remains under-owned: FIIs hold 19 per cent of equities, lagging emerging market averages and FIIs have broadened exposure into small-and mid-caps
DIIs' steady inflows, backed by retail investors and long-term capital, have made Indian markets more self-reliant and less vulnerable to global shocks
The primary reason for the underperformance of the Indian market in the past year, according to analysts, is weak domestic growth
FII inflows will return once India's earnings growth shifts back to double digits, most likely in H2FY26, says Sahil Shah, CIO and fund manager of Equirus Asset Management
There is a risk to sustenance of DII flows itself as they lag-rather than lead-market movements. Weak one-year trailing returns could be a meaningful deterrent for domestic investors, the report said.
After an initial dip in Q3 and Q4 of FY25, we can now see volumes and client activity are starting to stabilise, says Gurpreet Sidana, chief executive officer at Religare Broking
Sensex Today | Stock market closing highlights, Aug 25: In the broader markets, Nifty MidCap 100 was up 0.12 per cent, while SmallCap was down 0.04 per cent
Market outlook: We believe the market will reward companies that consistently deliver strong earnings growth, regardless of whether they are large-cap, mid-cap, or small-cap, says Ajay Khandelwal
Elara Capital trimmed its FY26 Nifty EPS estimate by 1 per cent to ₹1,165, while projecting a 15 per cent rise to ₹1,335 in FY27
The Nifty IT index has fallen by 19.8 per cent so far this year, the worst among key sectors. During the same period, Nifty has risen by 5.5 per cent
Thus far in calendar year 2025 (CY25), foreign institutional investors have dumped Indian equities worth Rs 1.17 trillion, shows NSDL data
Indian investors have understood that equities/mutual funds are the best way to beat inflation and participate in the structural growth story in a tax-efficient manner
Analysts have largely attributed the selloff to the trade uncertainty triggered by Donald Trump's tariff-related policies
Stock market today: From the Sensex pack, Adani Ports and Tata Motors were the top drags, falling over 2 per cent
Markets are currently concerned about weak Q1 earnings and a faltering trade deal discussion between the US and India, Menon said, which may severely impact domestic exports
Meanwhile, four IT companies combined - TCS, Infosys, HCL Technologies and Tech Mahindra - have made a dent of ₹15,321 crore in LIC's portfolio thus far in July