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.
HDFC Bank, Bharti Airtel among 10 largecap stocks with up to 35% upside potential. Check list
Brokerages remain optimistic on select largecap stocks despite rising geopolitical risks and inflation concerns. Stocks across banking, telecom, auto and infrastructure sectors offer upside potential