International fund managers have concentrated their buying on large-cap index heavyweights across financial services, information technology, automotive, and telecommunications. The strategic shift is reinforced by solid domestic corporate earnings growth alongside attractive valuations. Furthermore, market sentiment is riding high on hopes that the government will simplify capital gains frameworks and eliminate the 12.5% long-term capital gains tax.
Key points
Global investors are rotating into India as an attractive non-AI alternative following te…: Global investors are rotating into India as an attractive non-AI alternative following tech sell-offs in the US and Asian markets.
Large-cap stocks in financial services, telecommunications, IT, and automotive sectors ar…: Large-cap stocks in financial services, telecommunications, IT, and automotive sectors are capturing the bulk of incoming overseas capital.
Offshore institutions are postponing major stake divestments while awaiting potential tax…: Offshore institutions are postponing major stake divestments while awaiting potential tax rationalization and capital gains relief in the Union Budget 2027.
Sources checked by our analysis pipeline: 1
Foreign portfolio investors (FPIs) have made a strong comeback to Indian equity markets in November, pumping in ₹53,739 crore so far, according to the latest NSDL data. The inflows mark a sharp turnaround after sustained selling pressure through much of 2026, with FPIs remaining net sellers in eight of the first ten months of the year.
The latest buying has helped narrow the cumulative net outflows from Indian equities to ₹2.41 lakh crore in 2026. FPIs had withdrawn ₹35,962 crore in January, followed by net inflows of ₹22,615 crore in February. However, selling intensified in March, with outflows of ₹1.18 lakh crore, and continued through June. July and August briefly brought some relief, with inflows of ₹20,200 crore and ₹29,631 crore, respectively, before foreign investors returned to selling in September and October.
November's strong inflows raise the question of whether foreign investors are turning more positive on Indian equities after a prolonged period of caution.
Dr V K Vijayakumar, Chief Investment Strategist at Geojit Investments Limited, said Indian equities witnessed a sharp reversal in institutional activity last week, with foreign…
Market activity shows Ferrexpo equity facing downward pressure during today's trading session. Current reporting indicates that trading movement remains negative while additional details concerning the slide have not yet emerged. Observers await further updates to understand the specific drivers behind this downward performance.
Regional market participants drove strong momentum across domestic equities, pushing the Jakarta exchange into firmly positive territory by the closing bell. This solid upward push reflects sustained buying interest throughout the daily trading session. The performance demonstrates continued strength for local shares as market activities wrapped up for the day.