Foreign Portfolio Investors (FPIs) staged a sharp turnaround in early February, pumping Rs 19,675 crore into Indian equities in the first fortnight, supported by the US-India trade deal and easing global macro concerns. The inflows follow three consecutive months of heavy selling, with FPIs pulling out Rs 35,962 crore in January, Rs 22,611 crore in…
For six long months, the rupee lived under a cloud. This wasn’t a mild drizzle of bad news — it was a policy storm triggered by a 50% U.S. tariff on Indian imports. USD/INR stopped trading on charts alone and began reacting to headlines, speeches, posts, and policy surprises. From the relatively calm 86–87 zone,…
The successful conclusion of an interim trade framework agreement between India and the US will boost investor confidence, strengthen the foundation for capital flows, and deepen market participation as India integrates further with the world economy–directly advancing the vision of Viksit Bharat, said Sundararaman Ramamurthy, MD and CEO, Bombay Stock Exchange (BSE). “The successful conclusion…
Bank of America Securities’ India research chief is taking profits in the defence stocks rally, signalling a tactical shift despite the government’s hefty 22% increase in defence capex to Rs 2.19 lakh crore for FY27 announced in the Union Budget. In an exclusive chat with ET Markets, Amish Shah, Head of India Research at BofA…
Apparel manufacturer Gokaldas Exports witnessed a bulk deal on Wednesday where French multinational bank Societe Generale bought over 5 lakh shares worth Rs 41 crore even as the stock remains in top focus on the D-Street following the US-India trade deal where the company is seen as a big beneficiary. Societe Generale bought these shares…
Foreign portfolio investors (FPIs) have turned aggressive sellers in Indian equities, offloading shares worth Rs 33,598 crore through January 23, according to NSDL data. This marks the highest monthly outflow since August 2025. This reflects a sharp deterioration in foreign sentiment towards Indian markets amid macroeconomic headwinds and persistent global uncertainty. According to VK Vijayakumar,…
The Indian market ended in the green on Tuesday, snapping a three-day losing streak, as value buying in blue-chip names like Reliance Industries and HDFC Bank buoyed sentiment and tempered concerns over persistent foreign outflows and delays in a potential trade deal with the United States. The BSE Sensex rose 446.93 points, or 0.55%, to…
The Indian market ended lower on Wednesday, pressured by losses in IT and oil & gas stocks, along with a decline in heavyweight Reliance Industries. Market sentiment stayed cautious amid persistent uncertainty over U.S. tariff policies, as investors awaited clarity on a possible U.S.-India trade agreement. The BSE Sensex shed 176.43 points, or 0.21%, to…