Foreign Portfolio Investors (FPIs) sold Indian Information Technology (IT) stocks worth nearly ₹17,000 crore in February amid rising concerns about potential disruption from artificial intelligence (AI) in the sector. The Nifty IT index declined nearly 20% during the month. The sharp sell-off in IT stocks came even as overall foreign portfolio investment flows into the…
Foreign Portfolio Investors (FPIs) turned net buyers in the Indian stock market in February, snapping a three-month streak of outflows, and recording their highest monthly inflows in the past sixteen months. However, despite the return of foreign inflows, benchmark indices — the BSE Sensex and the NSE Nifty 50 — ended the month marginally lower….
Riddhiman Jain, Managing Director (MD) and Head of Investment Strategy and Solutions, Waterfield Advisors, believes artificial intelligence (AI) is a secular, long-term theme, as the scale of transformation across industries suggests it is structural. Jain, however, cautioned that investors should follow a diversified approach given the sharp dispersion in returns and valuations within the AI…
India-US trade deal: The Indian stock market welcomed the much-awaited India-US trade deal on Tuesday, February 3, as investors are viewing the much-awaited trade agreement not only as a meaningful catalyst for equities and export-oriented sectors, but also as a potential trigger for reviving foreign investor inflows. Foreign institutional investors (FIIs) have relentlessly sold Indian…
Domestic institutional investors (DIIs), particularly mutual funds and insurance companies, have provided strong support to Indian equities, negating the volatility caused by persistent selling by foreign institutional investors (FIIs), the Economic Survey 2025-26 said. FIIs have been net sellers since July 2025, barring October and November. Even in January so far, FIIs have net sold…
India and the European Union (EU) finalized a significant free trade agreement on Tuesday, January 27, which has been referred to as the “Mother of all deals.” Prime Minister Narendra Modi and the senior EU leadership presented an ambitious agenda aimed at enhancing trade and defense to strengthen their relationship amid a complex global landscape….
