Uncertainty drives 2024-25 volatility as FPIs sell Rs 8,644 crore in Indian equities, with peak sales in April, May, and October amid political events
FPI selling surged in April-May amid India’s elections, spiking again in October due to US elections and Federal Reserve policy uncertainty
Rising US bond yields impact India’s market outlook; FPIs await Federal Reserve meeting, reassessing positions for stability before re-entry
FPIs shift resources to China after its stimulus package, adjusting emerging market allocations and reducing India holdings
A Kamala Harris win could mean policy continuity, but Trump’s proposed shifts on import duties and immigration may affect India's IT sector
Indian institutions stay optimistic with strong retail inflows, yet a 9 per cent Nifty dip urges caution amid global uncertainties