There is no change in the stance of foreign institutional investors (FIIs) on Indian equities, even in the new year, when valuations of large caps are near their long-term average, and expectations of healthy Q3 earnings are high. In the cash segment, FIIs have sold off Indian stocks worth over 8,400 crore so far in…
One of the key highlights of the Indian stock market in 2025 was the stark contrast in the stance of FIIs (foreign institutional investors) and DIIs (domestic institutional investors) on Indian equities. While DII inflows into equities were at a record high, FII sell-offs of Indian equities also touched their highest level last year. As…
Expert view on Indian stock market: Pradeep Gupta, Chairman and MD of Anand Rathi Share and Stock Brokerssays 2025 was a year of consolidation, and the market returns will be more earnings-led than valuation-led in 2026. For mid and small-cap segments, Gupta said that well-capitalized companies with pricing power and balance-sheet strength can outperform, but…
The founder and CEO of Capitalmind, Deepak Shenoy, believes that every fall in the market is an opportunity to buy. However, he remains wary of the highly overvalued FMCG companies. Shenoy believes that a company should grow at 20% on average to command good valuations. Meanwhile, he remains bullish on AI, semiconductor and defense themes…
After displaying sharp outperformance over the last few years, the Indian stock market has taken a back foot in 2025. The returns offered by major global peers have eclipsed Sensex’s performance as the index remained in consolidation mode amid several headwinds like steep tariffs, record FII outflows and fading earnings growth. The extent of India’s…
