This article was written by

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAPL, ACN, AMAT, APH, CTAS, DPZ, FAST, FDS, GGG, GWW, HCA, HD, HSY, JKHY, KLAC, LLY, LRCX, MA, MKTX, MPWR, MSCI, MSFT, NKE, NTES, NXPI, ODFL, PAYX, QCOM, RMD, ROL, ROST, SBUX, TJX, TSCO, V, WSM, WSO, WST, ZTS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

This article was written by

This article was written by

Foreign Portfolio Investors (FPIs) maintained their buying spree in Indian equities, investing Rs 12,921 crore in the first week of August, driven by improving macroeconomic conditions, expectations of US rate cuts, lower crude oil prices and a stable rupee.

The inflow follows a Rs 20,200-crore investment in July, marking a sharp turnaround after four consecutive months of heavy selling.

FPIs had withdrawn Rs 49,340 crore in June, Rs 32,963 crore in May, Rs 60,847 crore in April and a massive Rs 1.17 lakh crore in March. Prior to this selling streak, they had invested Rs 22,615 crore in February, according to CDSL data.

Despite the recent buying, foreign investors have remained net sellers in Indian equities in 2026, withdrawing Rs 2.41 lakh crore so far, already exceeding the Rs 1.66 lakh crore outflow recorded during the entire 2025.

Market experts said the recent inflows reflect improving investor sentiment, supported by expectations of US rate cuts, softer crude prices and a stable rupee.

The RBI’s improved growth and inflation outlook has further strengthened confidence, while relatively low foreign ownership of Indian equities leaves room for fresh allocations, said Vedant Gupte, Co-Founder and CEO of investment platform Trackk.
Importantly, a large share of the recent buying has come through the secondary market, signalling stronger interest in listed Indian companies rather than merely IPO allocations, Gupte added.”The sustained buying by both FIIs and DIIs was largely driven by the de-escalation of geopolitical tensions, which helped strengthen investor confidence and supported positive market sentiment,” said Pabitro Mukherjee, Deputy Vice President-Research, Bajaj Broking.

V K Vijayakumar, Chief Investment Strategist at Geojit Investments, said an important trend in FPI buying is their preference for sectors such as automobiles, consumer durables and healthcare.

Foreign investor interest has also extended to the debt market, which continued to attract inflows. FPIs invested Rs 622 crore in debt through the general route during the period under review.

This article was written by