Geopolitics dominates. It is the year of elections and that is going to have quite a big impact on the medium-term macroeconomic and other forces. Then you’ve also got transformative technologies where there are some countries which are on the front-foot in some sectors and others that may be a little bit sleepier on that front.
FPI buying returns to Dalal Street as global investors rethink AI bets
Foreign portfolio investors have shifted from aggressive selling to net buying of Indian equities recently. They invested nearly $1.2 billion over the last ten trading
November 2, 2026