Foreign funds were net buyers of nearly $5 billion in Indian stocks last week, including provisional figures for Friday. The inflow came as enthusiasm for the AI trade weakened.
9:45 PMBloomberg Markets9 stories from 4 sources
Foreign money revives India's market rally
Day’s Recap
Supporting Articles
Citi Research expects the Nifty 50 to reach 28,000 by the end of 2027, supported by stronger corporate earnings and lower oil prices. Recent foreign portfolio inflows have added to market optimism.
11:45 PMEconomic Times
ANMI President Kamlesh Shroff expects India's economy to grow by more than 7% and sees lower crude prices, a firmer rupee and improved global stability supporting Indian equities. He also expects domestic investors to keep offsetting foreign selling and foreign capital to return as geopolitical and policy uncertainty eases.
4:42 AMEconomic Times
NSE CEO Ashishkumar Chauhan said India's growth outlook is strengthening as the country manages fiscal pressures and attracts renewed foreign investor interest. He also pointed to domestic financial savings of nearly $1.4 trillion annually as a major source of market liquidity.
4:40 AMEconomic Times
Eight BSE 500 stocks more than doubled investors' wealth over the past year, even as the Nifty 50 fell nearly 3% since Diwali 2025. Aditya Infotech, HFCL and Welspun Corp led the gains, with returns reaching 191%.
12:28 AMEconomic Times9:45 PMBloomberg Markets
Foreign Funds Pile Into India as AI Trade Falters
Summary
Foreign funds were net buyers of nearly $5 billion in Indian stocks last week, including provisional figures for Friday. The inflow came as enthusiasm for the AI trade weakened.
The decisive shift is a sharp return of foreign capital to Indian equities. Indian stocks
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Nearly $5 billion of weekly foreign buying can materially support Indian markets, but its durability depends on whether investors are rotating or simply reducing risk.
11:45 PMEconomic Times
Citi bullish on Indian equities, sees Nifty at 28,000 by end-2027
Summary
Citi Research expects the Nifty 50 to reach 28,000 by the end of 2027, supported by stronger corporate earnings and lower oil prices. Recent foreign portfolio inflows have added to market optimism.
The forecast signals a bullish medium-term view, but it depends on earnings growth and a
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
The outlook points to further equity gains, but investors remain exposed to oil prices, foreign flows, and whether earnings justify current valuations.
4:42 AMEconomic Times
Lower crude, global stability to drive market growth in new Samvat: ANMI President Kamlesh Shroff
Summary
ANMI President Kamlesh Shroff expects India's economy to grow by more than 7% and sees lower crude prices, a firmer rupee and improved global stability supporting Indian equities. He also expects domestic investors to keep offsetting foreign selling and foreign capital to return as geopolitical and policy uncertainty eases.
The market outlook rests on two external supports: cheaper energy and a revival in overseas
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
Indian equities could receive a fresh lift if lower energy costs and returning foreign investors reinforce already strong domestic demand.
4:40 AMEconomic Times
Indian economy to grow faster, foreign capital returning to markets: NSE CEO Ashishkumar Chauhan
Summary
NSE CEO Ashishkumar Chauhan said India's growth outlook is strengthening as the country manages fiscal pressures and attracts renewed foreign investor interest. He also pointed to domestic financial savings of nearly $1.4 trillion annually as a major source of market liquidity.
India's market increasingly relies on a deeper domestic savings base, which reduces its vulnerability to
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
A larger domestic savings pool gives Indian markets a stronger structural support than they had during earlier episodes of foreign selling.
12:28 AMEconomic Times
Diwali turned lucky for these 8 stocks! Investors' wealth more than doubled, returns soar up to 191%
Summary
Eight BSE 500 stocks more than doubled investors' wealth over the past year, even as the Nifty 50 fell nearly 3% since Diwali 2025. Aditya Infotech, HFCL and Welspun Corp led the gains, with returns reaching 191%.
The divergence between the benchmark and these stocks shows that market weakness has not been
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
The gains show why stock selection mattered more than index exposure during a period of weak overall market returns.
Other Developments
A curated list of other prominent stories from this day.
Indian equities rose in the special Muhurat trading session, with the Sensex gaining 320 points and the Nifty moving above 25,100. Tata Steel and Sun Pharma were among the leading gainers.
4:35 AMEconomic Times
Gera Developments expects FY27 revenue to reach ₹1,465 crore, a 73% increase from the previous year, while targeting a 24% gross margin and a 12% EBITDA margin. It plans to offset higher construction costs partly through price increases on unsold properties.
4:25 AMEconomic Times RealtyIndian shares fell during the ceremonial Diwali trading session, ending a streak of gains and marking the first decline on the occasion since 2017.
4:12 AMBloomberg Markets
A small but expanding group of Indian firms now sells companionship and care services for elderly people whose families cannot provide regular support. These businesses offer practical help and social contact, filling a gap once covered by extended family networks.
3:57 AMAl Jazeera4:35 AMEconomic Times
Muhurat trading: Sensex up 320 pts, Nifty crosses 25,100; Tata Steel, Sun Pharma among top gainers
Summary
Indian equities rose in the special Muhurat trading session, with the Sensex gaining 320 points and the Nifty moving above 25,100. Tata Steel and Sun Pharma were among the leading gainers.
The festive-session advance signals strong investor sentiment and continued domestic buying, but it is not
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
The rally reinforces bullish sentiment, while the narrow festive session limits how much it says about the market's underlying direction.
4:25 AMEconomic Times Realty
Gera Developments expects FY27 revenue to rise 73% to ₹1,465 crore; gross margin seen at 24%
Summary
Gera Developments expects FY27 revenue to reach ₹1,465 crore, a 73% increase from the previous year, while targeting a 24% gross margin and a 12% EBITDA margin. It plans to offset higher construction costs partly through price increases on unsold properties.
The forecast depends on converting strong demand and higher pricing into growth without sacrificing profitability.
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
The plan tests whether residential developers can sustain rapid growth while passing rising costs to customers.
4:12 AMBloomberg Markets
Indian Stocks Snap Diwali Win Streak in First Drop Since 2017
Summary
Indian shares fell during the ceremonial Diwali trading session, ending a streak of gains and marking the first decline on the occasion since 2017.
The break in the Diwali rally weakens a seasonal signal that investors have come to
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
The reversal challenges a familiar bullish pattern and puts greater weight on upcoming earnings, foreign flows, and macroeconomic data.
3:57 AMAl Jazeera
Rent-a-grandchild: Businesses offering companions to elderly grow in India
Summary
A small but expanding group of Indian firms now sells companionship and care services for elderly people whose families cannot provide regular support. These businesses offer practical help and social contact, filling a gap once covered by extended family networks.
The shift turns elder care from a family obligation into a paid service as urbanisation,
Unlock the full First Pass Analysis to get a better understanding of why this story mattersWhy it matters
India's ageing population is creating a new consumer-services market built around the erosion of traditional family support.
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