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Indian equities

مستقر13 خبر2 مصادرآخر تحديث: 02.06.2026
وسوم ذات صلةIT sectoremerging marketsfinancialsartificial intelligenceasset allocationvaluationsinflationearnings growth

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West Asia Conflict May Pressure Indian Equities Short-Term, Earnings Resilient
يتطور
Business·02.06.2026ملخص الذكاء الاصطناعي

West Asia Conflict May Pressure Indian Equities Short-Term, Earnings Resilient

Indian equity markets face near-term pressure from the West Asia conflict, with the June quarter expected to be challenging due to elevated fuel prices and a delayed monsoon. Despite potential FY27 estimate downgrades, corporate earnings remain resilient. Financials are seen as an attractive sector with accelerating credit growth, while long-term opportunities lie in capital goods, renewable energy, and energy transition themes.

E
Economic Times
FPI May trade: Foreign portfolio investiors withdrew Rs 14,231 crore from Indian equities
خبر
10.05.2026

FPI May trade: Foreign portfolio investiors withdrew Rs 14,231 crore from Indian equities

Foreign portfolio investors have withdrawn over Rs 2 lakh crore from Indian equities in 2026, with May seeing further outflows of Rs 14,231 crore. Persistent global macroeconomic uncertainties, including inflation and interest rate concerns, are driving this trend, making developed market debt more attractive. Despite overall selling, some selective interest remains in specific sectors and growth-oriented mid and small-cap stocks.

T
Times of India
Foreign Investors Pull Rs 60,847 Crore from Indian Equities in April
يتطور
Business·03.05.2026ملخص الذكاء الاصطناعي

Foreign Investors Pull Rs 60,847 Crore from Indian Equities in April

Foreign investors continued their selling spree in Indian equities, withdrawing Rs 60,847 crore in April following a massive Rs 1,17,775 crore sell-off in March. Cumulative FPI outflows from Indian equities have reached Rs 1,91,969 crore in 2026, reflecting a shift in global capital towards Asian economies benefiting from the AI investment boom, particularly South Korea and Taiwan.

T
Times of India
Indian Equities Offer Compelling Entry Point After Underperformance: Alok Agarwal
يتطور
Business·01.05.2026ملخص الذكاء الاصطناعي

Indian Equities Offer Compelling Entry Point After Underperformance: Alok Agarwal

Alok Agarwal of Alchemy Capital Management argues Indian equities present a compelling opportunity for patient investors after MSCI India underperformed emerging market indices by over 50 percentage points. With Brent crude at $125 and FIIs having sold $20bn of Indian equities, Agarwal sees pessimism as the entry point. He favours metals and mining, capital markets, power infrastructure and defence sectors, while preferring PSU banks and smaller private lenders over large private banks.

E
Economic Times
JPMorgan Cuts India Rating to Neutral, Nifty 50 May Fall 15%
مُلِح
Business·24.04.2026ملخص الذكاء الاصطناعي

JPMorgan Cuts India Rating to Neutral, Nifty 50 May Fall 15%

JPMorgan has downgraded Indian equities to neutral from overweight, warning the Nifty 50 could fall to 20,500 in a worst-case scenario—a 15% drop from current levels. The brokerage cited high valuations and Iran conflict uncertainty as key concerns, while also flagging risks to company earnings from potential energy supply disruptions. HSBC also downgraded India to underweight, its second downgrade in two months, pointing to rising inflation risks from high oil prices and the ongoing West Asia conflict impacting India's energy-dependent economy.

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Times of India