INDIA MARKET LENS
◆ MixedQuarterly Results

India is cheaper. Why are foreign investors still selling?

A quarterly results development with market-wide reach.

6 Oct 2026 · LiveMint Markets

FPIs invested ₹55,524 crore through the primary market despite heavy secondary-market selling. Lower valuations have yet to offset concerns over earnings and dollar returns.

Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.

Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.

  • This is a market-wide development — its reach goes beyond any single stock.