MUMBAI: The Securities and Exchange Board of India (Sebi) has proposed easing settlement rules for foreign portfolio investors (FPIs) by allowing them to net funds, a move aimed at lowering funding costs and improving operational efficiency in the cash market. In a consultation paper released on Friday, the market regulator said it had received feedback…
In 2025, money flowed into telecoms, oil, metals, cyclical stocks leaving behind IT, consumer and finance. ₹1.67 trillion from Indian equities in 2025, favoring cyclical sectors like telecom and oil. Meanwhile, IT and consumer sectors saw significant outflows, signaling a shift in market strategy.”/> Source
With demand weak, private capex subdued, and household incomes seeing limited growth, the government spending remains crucial, said Shridatta Bhandwaldar, chief investment officer-equities at the company. The previous budget marked a pivot towards consumption and revenue expenditure, and this one should avoid further tightening, he said, adding that defense capex is also expected to rise…
UBS Investment Bank expects the Indian rupee to weaken to 92 per US dollar by March, making the case that any relief from a potential US–India trade deal announcement would likely be undermined by the central bank replenishing foreign exchange reserves. From near 90 per dollar levels currently, UBS’s forecast implies a roughly 2% depreciation…
(Bloomberg) — Saudi Arabia opened its equities to all foreign investors, the latest step in the kingdom’s efforts to boost flows into the Middle East’s largest market. The Saudi Capital Market Authority said it removed all restrictions that stipulate foreigners must meet certain qualifications to carry out transactions on the Saudi market. One such restriction…
Precious metals like gold and silver are difficult to value because they do not have earnings, book value, or dividend yield. At best, we can look at them through ratios such as Nifty-to-Gold or Nifty-to-Silver, which are imperfect measures. On those ratios today, precious metals do not appear attractive outside of investing through asset allocation…
Foreign portfolio investors have extended their selling streak from last year by polling out 7,608 crore ($846 million) from Indian equities in the first two trading sessions of January, according to data from NSDL. In short, it signals that FPIs are playing safe at the start of the year, and the market may remain a…
In 2025-26, however, of the 4,386 stocks listed on the BSE, only 1,423, or about 32%, have shown gains. This is the first time since 2020-21 that this number has dropped below 50%. Typically, in a rising market, froth builds in smaller companies. In recent months, the top end of the market has rebounded—the Sensex…
Foreign portfolio investors have sold shares worth about Rs 1.58 lakh crore so far this year. (symbolic photo) highlights FPIs withdrew Rs 1.58 lakh crore from equity markets, according to depository data Whereas FPIs invested more than Rs 59,000 crore in the debt market. Know what will be the attitude of FPIs in Indian stock…
New Delhi, Dec 28 (PTI) Foreign investors fled Indian equities in 2025 at a scale never seen before, pulling out a record. 1.6 lakh crore (USD 18 billion) as volatile currency movements, global trade tensions, especially potential US tariffs, and stretched valuations eroded risk appetite, though flows are expected to turn sustainably positive in 2026….
