Foreign investors favored India’s primary market in November, investing more than in the secondary market. However, they were net sellers of Indian equities overall for the month. This trend continues for the year, with significant outflows. Local mutual funds are offsetting these sales by increasing their equity investments. Key factors for December fund flows include GDP growth and corporate earnings.
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