Foreign Institutional Investors (FIIs) have shifted from being net sellers to net buyers in Indian equities, purchasing ₹40,145 crores in the last 12 trading days. This reversal is attributed to President Trump’s tariff pause and a weakening US dollar, which boosted emerging markets like India. However, modest earnings growth of around 5% in FY25 may constrain future FII inflows.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG