Overseas investors have significantly increased bearish bets on Nifty futures, reaching record levels due to US tariff offensives, a weak rupee, and expensive valuations. Their long-short ratio is near all-time lows, reflecting sustained selling pressure. While a technical pullback is anticipated, foreign investors are closely watching Q2 earnings for potential unwinding of these short positions.
Market veterans favour value plays over crowded, expensive themes
Market experts project cautious optimism for Indian equities as valuations become less demanding and earnings growth aligns. Large-cap stocks appear more favorable compared to mid-
September 29, 2026