Indian Equities
The great FPI exit: Why this may be a long-term opportunity
Foreign investors have pulled ₹1.8 trillion from Indian equities in FY26 — a 34-year record. But history suggests such sentiment-driven sell-offs may offer long-term investors rare entry points.
3 min read10:24 AM ISTShort-term pain, long-term gain: what the numbers say
A sharp correction has rattled investors, but five-year gains, currency effects and global comparisons suggest the damage may be less severe than it looks.
2 min read13 Apr 2026FPIs outflows hit ₹1.8 lakh crore YTD. Where are foreign investors headed as they dump Indian stocks?
FPIs have pulled out ₹1.8 lakh crore from Indian equities in 2026, influenced by geopolitical tensions and rising oil prices. Investments are now focusing on markets like Taiwan and Japan, although mutual fund inflows show positive market signs, depending on future geopolitical developments.
4 min read13 Apr 2026Fragile calm: War clouds still linger, re-escalation haunts equities
Markets snapped a five-week losing streak as volatility cooled, but stalled Iran-US talks and fresh flashpoints around Hormuz suggest the calm may prove temporary.
4 min read13 Apr 2026FIIs may return as valuations ease, but tax tweak key for big inflows: Helios India's Dinshaw Irani
Smallcaps look attractive on a price-to-earnings-growth basis despite premium valuations, even as crude-led inflation risks are yet to fully play out.
4 min read13 Apr 2026Why US bond yields at 4.28% won't unlock a foreign capital wave into India
With the 10-year US Treasury yield hovering around 4.28%, the case for a meaningful, sustained influx of overseas capital into Indian markets remains dim. But why is it so?
3 min read9 Apr 2026From defensives to rate-sensitive, FY26 market rout cut across sectors
From defensive sectors like FMCG to rate-sensitive realty and global-facing IT, few corners of the market were spared in FY26
3 min read1 Apr 2026‘Diversify, stay invested through good times and bad’: Zerodha’s Nithin Kamath on beating market volatility
The ongoing US-Israel war and rising oil prices have led to a sell-off in global equities, prompting investors to seek safer asset allocations. Experts advocate diversifying investments through strategies to enhance returns and mitigate risks during market volatility.
3 min read30 Mar 2026Retail investors pivot from early fear to aggressive buying in latest market rout
While retail activity fluctuated, individual investors have turned net buyers during periods of acute volatility since the onset of the West Asia conflict on 28 February.
3 min read24 Mar 2026Geopolitical fragmentation and Indian equities: Risk, resilience, and realignment
As geopolitical tensions reshape trade, capital and supply chains, Indian equities face new risks—but also emerging opportunities driven by domestic resilience and global realignment.
3 min read23 Mar 2026