INDIA MARKET LENS
Markets◆ MixedQuarterly Results

FPIs return to India stock markets with ₹53.7k cr inflows in Nov so far - Attraction point for investors? What's next?

A quarterly results development with market-wide reach.

· LiveMint Markets

After selling Indian equities for much of 2026, foreign investors returned as buyers in November, lifting markets and narrowing year-to-date outflows. Market experts point to India’s appeal amid an AI-stock sell-off, along with earnings growth, valuations and possible capital-market tax reforms.

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.

  • A market-wide development: it reaches beyond any single stock.
  • Sectors in the story: Capital Goods & Engineering and Capital Markets.

Capital Goods & Engineering

1M -6.6% · 3M -8.5%

Capital Markets

1M +6.3% · 3M +2.8%

Sector moves are the average of the stocks we track in each sector.

Capital Goods & EngineeringCapital Markets