Page 2 - Indian Equities

FPI inflows resume in July; metals, consumer services among top buys

Foreign portfolio investors turned net buyers in the first half of July, with consumer services, metals and mining, and healthcare attracting the highest equity inflows

Markets log best day in over a month on Reliance, HDFC Bank gains

Total market capitalisation of BSE-listed firms rises to ₹481 trillion, up by ₹37,000 crore

Oil price surge derails FPI return to Indian equities amid West Asia crisis

Foreign investors have turned net sellers after an eight-session buying streak as rising crude prices and renewed West Asia tensions weigh on sentiment and outlook

HSBC upgrades Indian equities to 'neutral', raises Sensex target to 84,000

Brokerage upgrades Indian equities to 'Neutral' from 'Underweight' and raises its 2026-end Sensex target to 84,000, citing easing oil prices, stable rupee and improving foreign investor sentiment

Street signs: Healthy GMP for SBI Funds Management ahead of IPO

SBI Funds Management's IPO debuts with a 17% GMP as ethical investing gains traction and SAT reinforces insider trading norms in key market developments

Retail investor flows rebound in H1CY26 with ₹57,203 crore inflows

The data shows a rebound in the investor interest despite the global uncertainty

Investors turn to India as AI market storm rattles global equities

India's lack of AI plays has been a hurdle most of the year as investors turned to markets like South Korea and Taiwan that delivered stellar returns

Stormy H1CY26 for Street ends with a flicker of hope amid global headwinds

Indian equities posted their weakest first half in years, though June saw the Nifty outperform emerging markets despite heavy foreign investor selling

Sensex logs worst H1 decline since pandemic as broader indices outperform

The Sensex declined 10.3 per cent in H1CY26 amid persistent FPI selling, while small- and mid-cap indices outperformed on strong domestic investor support

Underperformance phase likely ending for Indian equities: ICICI Securities

ICICI Securities says Indian equities may be emerging from a prolonged weak phase as valuations ease, growth improves and key macro risks recede

India's biggest equity fund makes contrarian bet on IT stocks amid AI fears

PPFAS Mutual Fund's $14.9 billion Flexi Cap Fund has added exposure to IT services companies over the past three months to May as valuations cooled sharply

Will equities dominate the next market cycle amid slowdown in Gold?

Gold vs Equities: Dhupesh Dhameja of SAMCO Securities decodes the historical trend between Nifty vs Gold spot prices, and Gold ratios to predict the likely leader in the next market cycle.

Primary drivers: Mega IPOs could boost interest in Indian markets

Jio Platforms and NSE are set to launch record-breaking IPOs, offering investors exposure to two vastly different but dominant growth stories

West Asia crisis: Equities surge most in two months as oil slips below $90

The rally was triggered by a sharp decline in crude prices after US President Donald Trump said a peace agreement could be signed as early as this weekend

Citi cuts Nifty target to 26,000 on geopolitical risks, AI concerns

Global brokerage trims its Nifty outlook citing geopolitical tensions, weaker foreign investor positioning, earnings moderation and concerns over India's role in the AI ecosystem

DII inflows hit a peak at ₹4.3 trillion in the first half of 2026

Cushion impact of unprecedented FPI outflows

FPIs pull out ₹43,000 cr in June amid global shift to AI Investments

Foreign investors pulled out ₹43,000 crore from Indian equities in early June as AI-driven global opportunities and rupee weakness weighed on sentiment

India most attractive global market over 4-5-year horizon: Ridham Desai

India's economy has improved over the past two quarters, but compared to markets like the US, Korea, Taiwan and even Japan, growth still looks less compelling

Foreign selloff in Indian equities likely to extend into 2027: BofA

Local stocks are among the worst performers globally so far in 2026, with a weakening rupee worsening a record $23 billion foreign selloff as global investors chase AI-linked plays elsewhere in Asia

India's share in global market capitalisation slips below 3% mark

India's global market capitalisation share fell below 3 per cent for the first time in four years after a sharp two-day equity market selloff