FIIs sold Indian equities worth ₹1.16 lakh crore in 2025, but Helios Capital Management’s founder & fund manager Samir Arora calls it marginal rebalancing. Arora stressed FIIs’ $750 billion India exposure and IPO/QIP investments reflect confidence despite near-term market underperformance and global trade concerns. He said that there is nothing wrong with the FII/FPI selling.
Patchy rains may hit rural lending, banks stay cautious
Bankers are closely watching monsoon rains and their impact on rural credit. Uneven rainfall poses inflation risks for summer crops and rural incomes. A strong