Despite attractive valuations, persistent FPI overweight and limited domestic mutual fund capacity may keep HDFC Bank stock vulnerable to further declines
Foreign investors continued to exit Indian equities, withdrawing Rs 19,837 crore (USD 2.1 billion) in the first two trading sessions of April, weighed down by the West Asia conflict, rising crude oil prices, and persistent rupee depreciation. This came following a record withdrawal of Rs 1.17 lakh crore (about USD 12.7 billion) from domestic equities in March, making it the worst monthly outflow. Before this, FPIs pumped in Rs 22,615 crore in February, the highest monthly inflow in 17 months. With the latest withdrawals, total Foreign Portfolio Investors (FPIs) outflow has reached Rs 1.5 lakh crore so far in 2026, according to NSDL data. As per the data, FPIs continued to take out money in April, offloading equities worth Rs 19,837 crore in the cash market till April 2. Market participants attributed the sustained selling pressure to global macroeconomic headwinds and heightened geopolitical uncertainty. "Continuation of the war, crude again spiking to above USD 100 level, the ste
Mutual funds invest over Rs 1 trillion in equities in March, cushioning record FPI outflows and taking advantage of sharp market correction
Soaring energy costs have hurt oil-importing Asian peers, but the scale of outflows from India points to already bearish global sentiment
Foreign investors have pulled out Rs 1.14 lakh crore (about USD 12.3 billion) from domestic equities in March, making it the worst monthly outflow, weighed down by escalating tensions in West Asia, a weakening rupee and concerns over the impact of elevated crude oil prices on India's growth. With one trading session still remaining in the month, the outflows could extend further. The previous record for the highest monthly exodus stood at Rs 94,017 crore in October 2024. With the latest withdrawals, total foreign portfolio investors (FPIs) outflow has reached Rs 1.27 lakh crore so far in 2026, according to NSDL data. As per the data, FPIs have remained persistent sellers throughout March, offloading equities worth Rs 1,13,380 crore in the cash market till March 27. The sharp sell-off follows a strong rebound in February, when foreign FPIs pumped in Rs 22,615 crore, the highest monthly inflow in 17 months. Market participants attributed the sustained selling pressure to global ...
Backed by SIPs, domestic investors brought relief with ₹1.13 trn investment
Foreign investors turn net sellers of FAR securities in March as global risks, rising oil prices, and higher US yields weaken sentiment, though RBI measures keep bond yields stable
Foreign investors have pulled out Rs 88,180 crore (about USD 9.6 billion) from Indian equities so far this month, weighed down by escalating tensions in West Asia, a weakening rupee and concerns over the impact of elevated crude oil prices on India's growth and corporate earnings. The sharp sell-off follows a strong rebound in February, when foreign portfolio investors (FPIs) pumped in Rs 22,615 crore, the highest monthly inflow in 17 months, according to NSDL data. With the latest withdrawals, total FPI outflows have crossed the Rs 1 lakh crore-mark so far in 2026. In March (till March 20), FPIs have remained net sellers on every trading day, offloading equities worth Rs 88,180 crore in the cash market. However, the outflow is still lower than the record monthly exodus of Rs 94,017 crore seen in October 2024. Market participants attributed the sustained selling pressure to global macroeconomic headwinds and heightened geopolitical uncertainty. Vaqarjaved Khan, Senior Fundamental
FPIs dump financial, auto and telecom stocks amid rising oil prices and geopolitical tensions, signalling a shift to risk-off sentiment in Indian markets
Foreign investors pulled out Rs 1.37 trillion from equities in FY26, while debt saw modest inflows supported by attractive yields and expectations of global index inclusion
Foreign portfolio investors pull out ₹58,064 crore from Indian equities this month as geopolitical tensions and rising crude prices trigger renewed risk-off sentiment
Foreign investors withdrew Rs 52,704 crore (approximately USD 5.73 billion) from domestic equities in the first fortnight of March amid escalating tensions in West Asia, the depreciation of the rupee, and concerns over the impact of high crude oil prices on India's growth and corporate earnings. The latest sell-off comes after foreign portfolio investors (FPIs) infused Rs 22,615 crore into Indian equities in February, the highest monthly inflow in 17 months. Prior to that, FPIs were net sellers for three consecutive months, withdrawing Rs 35,962 crore in January, Rs 22,611 crore in December and Rs 3,765 crore in November, according to depository data. So far in March (until March 13), FPIs have sold equities worth about Rs 52,704 crore in the cash market and remained net sellers on all trading days during the month. Market experts attributed the pullout mainly to rising geopolitical tensions in West Asia. Vaqarjaved Khan, Senior Fundamental Analyst at Angel One, said escalating ..
Foreign investors pulled out Rs 21,000 crore (around USD 2.3 billion) from Indian equities over the last four trading sessions amid deteriorating global risk sentiment triggered by the West Asia crisis. The latest sell-off comes after foreign portfolio investors (FPIs) infused Rs 22,615 crore into Indian equities in February, the highest monthly inflow in 17 months. Prior to that, FPIs had been net sellers for three consecutive months. They withdrew Rs 35,962 crore in January, Rs 22,611 crore in December, and Rs 3,765 crore in November, according to data from the depositories. The latest outflows occurred during March 2-6, when FPIs sold equities worth about Rs 21,000 crore in the cash market. March 3 was a trading holiday on account of Holi. Market experts attributed the pullout primarily to the rising geopolitical tensions in West Asia. The US and Israel launched a major attack on Iran on February 28 which killed Iran's Supreme Leader Ayatollah Ali Khamenei, triggering conflict
EM flows gathering pace as investors double down on de-dollarisation trade
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
Analysts tracking overseas investor sentiment say Indian stocks are currently "not a compelling buy" for global funds right now
Indian investors are in a difficult spot, given the uncertainty. In January to date, the benchmark Nifty saw a small correction of around 3.3 per cent after gaining 9.8 per cent in 2025
Market participants said exporters are staying cautious as trade talks remain stalled, reducing dollar inflows
Tepid earnings, global uncertainty push FPI selling to highest since August
Foreign portfolio investors withdrew over Rs 22,530 crore (USD 2.5 billion) from Indian equities so far this month amid rising US bond yields and a stronger dollar, continuing their selling streak from last year. This came following an outflow of Rs 1.66 lakh crore (USD 18.9 billion) recorded in 2025, triggered by volatile currency movements, global trade tensions and concerns over potential US tariffs and stretched market valuations. This sustained selling pressure by foreign portfolio investors (FPIs) has significantly contributed to the nearly 5 per cent depreciation of the rupee against the dollar during 2025. According to data from NSDL, FPIs pulled out Rs 22,530 crore from Indian equities between January 1 and 16. Market experts attributed the continued withdrawal to a combination of global and domestic factors. "Rising US bond yields and a stronger dollar have improved risk-adjusted returns in developed markets, prompting capital reallocation away from emerging markets," sa