Overview
Foreign portfolio investors in Indian equities have moved back into net buying after a prolonged period of selling, delivering the longest fortnightly inflow sequence in two years. The shift signals renewed interest but remains selective rather than broad-based.
What the data shows
Recent fortnightly inflows have reached a two-year peak, yet participation across the market is uneven, with gains limited to a few segments rather than a broad market rebound.
Sector and stock focus
Observations indicate that inflows have favored certain sectors or groups while others continued to see outflows, pointing to a cautious repositioning rather than a wholesale rotation.
Implications for investors
- The move suggests cautious optimism among foreign investors
- A sustained trend will hinge on macro signals, earnings, and policy developments
