Jefferies reviewed 70 actively managed emerging-market funds with combined assets of $370 billion and found that 61 per cent had allocated less to Indian equities than their respective benchmark weightings as of September 2026. (Image Source: Pixabay)
\n\nForeign portfolio investors (FPIs) have made a strong return to Indian equities, bringing in a net $8.2 billion since the middle of October 2026 and signalling a possible reversal in the prolonged foreign selling trend. The latest investment activity marks a significant shift after nearly two years of substantial withdrawals from the domestic stock market, according to a report by global brokerage Jefferies.
\n\nIn its India Equity Strategy report, titled "Where Could a Revival in FPI Flows Go?", Jefferies stressed the recent improvement in overseas investor sentiment.
\n\n"After persistent selling, FPI flows have turned positive recently, with US$8.2bn net inflows since mid-Oct."
\n\nThe pace of investment has been particularly strong in November. Around $5.8 billion of the total inflows entered Indian equities over just six trading sessions, based on data cited in the report up to November 6.
\n\nThe renewed buying interest comes after a prolonged period of foreign capital exiting Indian markets. Between September 2024 and October 2026, overseas investors withdrew approximately…
Original source: https://www.timesnownews.com/business-economy
