After investing in Indian equities for two consecutive months, foreign investors turned net sellers in the first week of September, pulling out Rs 7,443 crore as a rebound in crude oil prices, rising US bond yields, and a firm dollar dented risk appetite. The outflow came after foreign portfolio investors (FPIs) infused Rs 30,919 crore in August and Rs 20,200 crore in July. Before that, they remained net sellers for four straight months from March to June. With the latest withdrawal, total outflow by foreign portfolio investors from Indian equities has climbed to Rs 2.32 lakh crore so far in 2026, surpassing the Rs 1.66 lakh crore withdrawn in 2025. Rajkumar Rathi, Chief Investment Officer at YES Securities, said the recent selling was driven by a rebound in crude oil prices, raising concerns over India's inflation and current account outlook. "Further strengthening US bond yields and a firm dollar index have reduced foreign risk appetite for emerging markets," he said. Rathi also
FPIs emerged as net buyers of Indian equities in July, for the second month this year. But higher for longer crude oil prices could dent sentiment.
Overseas investors overall bought bonds worth ₹22,100 crore in January-February, while in March, they sold a record ₹17,700 crore, before turning buyers in April-May
Institutional investors wary of midcap valuations, regulatory risks, and global cues; manufacturing seen as key investment theme
The five-year bond is also trading 15 bps below the policy repo rate of 6 per cent, the deepest inversion in 11 years
In the US, foreign-domiciled funds withdrew $10 billion from effectively reversing inflows seen in April, as per Elara Capital
While global funds marked their first weekly purchase of local stocks in 2025 last week, they have been big sellers this year
Part of the reason for the long-term underweight has been that many investors preferred China's cheaper and dynamic market, while entry and exit costs for funds can be high in India
Enter for the long haul as the US economy and market could witness turbulence in the months ahead
Nifty 12-month forward PE is around 23 per cent below peak. Indian equities should find support from robust earnings outlook owing to strength in the domestic economy.
Foreign investors pump in Rs 51,000 cr; near-term flows to hinge on rupee, bond movements
Between 2011-12 and FY22, the market value of FPI holdings had increased at an annualised rate of 16.5 per cent in local currency terms and a modest 11.5 per cent in US dollar terms
The change in their stance, analysts said, stems from the hope that the global central banks, especially US Fed may go soft on rate hikes as inflation cools off over the next few months.
As inflationary pressures unbind, corporate earnings growth will draw level, says Vinit Sambre, head-equities, DSP Investment Managers
Decision comes after requests from foreign players; scope of existing licence was restrictive, say primary dealers
Giving up the board seat allows Wolf to sell GameStop shares for his investors without restrictions to meet redemption requests
In Europe, over 30 million people in Germany, France, the UK, Spain, and Italy have applied for state support, while first quarter 2020 data indicates that the eurozone economy contracted by 3.8%
In the previous month, FPIs had withdrawn a record amount of over Rs 1.1 trillion on a net basis from the Indian markets
This is also the highest withdrawal ever since the FPI data was made available on National Securities Depository Ltd.
The tax rate for dividends in the hands of foreign portfolio investors is now 20 per cent, in addition to surcharge and cess. Dividends paid to DR holders, on the other hand, are taxable at 10%