Amid ongoing US-Iran war and other geopolitical tensions, foreign investors have remained net sellers of Indian equities worth ₹1,07,575 crore, while domestic institutional investors have emerged as net buyers with purchases totaling ₹1,68,965 crore, so far this year. On Friday, foreign institutional investors (FIIs) were net sellers of Indian equities worth ₹10,716 crore on March…
Stock market veteran and founder of GQuant Investech, Shankar Sharma, believes the next phase of wealth creation in the Indian stock market will come from small-cap stocks rather than large-caps. In a recent post on social media platform “I do believe that now small caps in India offer exceptional opportunity and value over Large Caps….
A lackluster 2025, when Indian equities lagged global peers, has presented a familiar but more nuanced dilemma for non-resident Indians (NRIs) rethinking their portfolio allocation in the new year. While the US market posted smart performance last year, led by resilient large-cap technology and AI-linked themes, the Indian stock market’s performance fell short. The The…
Foreign portfolio investors (FPIs), once a formidable force on Dalal Street, have seen their clout diminish against the backdrop of the massive selling over the last two years. At the same time, domestic institutions and retail investors have stepped in to absorb the flows. According to a recent mint analysis, the ownership of FPIs in…
India’s small-cap segment is under severe pressure, with nearly 80% of small-cap stocks on the BSE correcting 20–90% from their peaks, sharply denting investor wealth and sentiment. Retail investors, who typically have higher exposure to small-caps, are likely to be the worst affected by the ongoing sell-off. Data from Capitaline shows that 946 of the…
After the budget classified tax on buybacks as capital gains, some relief for buybacks may help return excess capital in a few mature companies, which can then be recycled into newer capital-intensive opportunities, said Krishnan. Some consumer staples, even though they have higher price-to-sales ratios, are generating significant cash flows and could be a better…
No one knows whether this correction has bottomed out or if a rebound is around the corner. What is clear, however, is that the sell-off has thrown up an income opportunity that many investors overlook. Amid the sharp correction, several fundamentally strong smallcap companies are trading lower even as they continue to generate cash and…
Rajat Chandak, Senior Fund Manager at ICICI Prudential AMC, is optimistic about the Indian stock market and believes global uncertainties may not derail the broader trajectory in the domestic market. In an interview with Mint, Chandak said that steady earnings growth and a supportive policy environment will help the Indian stock market navigate global headwinds….
A lot of money (ie, liquidity) has flowed into the Indian stock market from the bank accounts of retail investors of late. Foreign investors may have sold but domestic investors have more than made up for it, keeping the upward pressure on stock prices intact. This was the market situation at the end of 2025….
“This reversal may mark the beginning of a more substantial reallocation of global funds towards Indian domestic themes,” said Vipul Bhowar, senior director and head of equities, Waterfield Advisors. The main reason for the bullish outlook is the expected increase in earnings in the second half of fiscal year 2026, he said. Many companies are…
