According to Lokesh Manik, a senior analyst at Vallum Capital, global AI trade is attracting capital worldwide, and in India, given the absence of listed AI companies, the power sector has become a natural beneficiary. Besides, with summer setting in early and manufacturing reviving, market participants expect peak power demand to rise, improving utilization levels….
GREED & FEAR REPORT: Chris Wood of Jefferies, in his recent GREED & fear report, highlighted that for India, the more pressing issue is whether foreign investors return — and what could trigger that shift. Wood noted that foreign investors are most likely to return either after a decisive correction or a clear unwind in…
“We believe that FPI positioning continues to be light (~3% underweight across global, Asia ex-Japan, emerging markets, and global ex-US funds), which was mainly driven by them using India as a funding market to invest in the likes of Korea, Taiwan, and China,” said Jay Kothari, head of international business, DSP Mutual Fund. Source
On Wednesday, foreign institutional investors (FIIs/FPIs) once again made purchases in the Indian stock market. According to NSE data, on Wednesday, foreign investors made net purchases of Rs 2991.64 crore, while domestic investors made net purchases of Rs 5,118.57 crore during this period. According to provisional data of the exchange, during the trading session, FIIs…
India Inc.’s December quarter (Q3FY26) earnings surprised positively on some counts. For instance, on an aggregate basis, the Nifty 500 index companies delivered strong double-digit profit-after-tax growth of 19% in Q3 (adjusted for extraordinary items), the highest in eight quarters, showed an analysis by Motilal Oswal Financial Services. The top 10 incremental profit contributors, primarily…
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…
Domestic institutional investors (DIIs) have overtaken foreign institutional investors (FIIs) in ownership of India’s benchmark Nifty50 index, signaling a major structural shift in the country’s equity market. The change was powered largely by sustained mutual fund SIP inflows, rising retail participation and steady investments from insurance and pension funds. According to a report by Motilal…
India-US Trade Deal: The news of the US President’s announcement of trade deal with India-US has come as a big relief for the Indian market… highlights With the announcement of India-US trade deal, the big overhang of the stock market seems to be removed. Export sectors have got relief due to reduction in tariff from…
The Indian stock market came under heavy selling pressure during a special trading session on Sunday, February 1, as metal stocks once again emerged as the major drag. PSU banks also joined the sell-off, causing key indices to snap their three-day gaining run. The Nifty 50 slumped nearly 2% to the 24,825 level, marking its…
Show Quick Read Key points generated by AI, verified by newsroom Telangana Chief Minister A. To attend the annual meeting of the World Economic Forum (WEF) 2026. A high level delegation led by Revanth Reddy has reached Zurich, Switzerland. In this global discussion which will continue for the next four days in Davos, the main…
