FII Flows

Our analysis over past two decades suggests Nifty sustains higher valuations only during periods of strong earnings growth/upgrades, which is unlikely next year, Shah said.

Sensex Today | Stock Market LIVE Updates, December 9, 2025: In the broader markets, the Nifty MidCap index was up 0.32 per cent, and the Nifty SmallCap index was up 1.14 per cent

Sensex Today | Stock Market Highlights, December 8, 2025: In the broader markets, Nifty Midcap 100 index closed 1.83 per cent lower, while Nifty SmallCap 100 index settled 2.6 per cent lower

Sensex Today | Stock Market close, Dec 5, 2025: In the broader markets, the Nifty MidCap index gained 0.49 per cent, and the Nifty SmallCap index dropped 0.57 per cent

Nvidia projected fourth-quarter revenue of $63.7-66.3 billion, topping the $61.98 billion average analyst estimate, according to Bloomberg

As the global artificial intelligence (AI)-led trade moderates due to rich valuations, India will re-emerge as one of the most attractive growth markets in a slowing global environment, Karwa said

The US could substantially slash tariffs on Indian exports as the two countries near a trade deal that could see New Delhi cutting oil purchases from Russia, according to reports

The strong domestic flow, meanwhile, offset the selling by foreign portfolio investors (FPIs) during CY25, who pulled out $23.3 billion (Rs 2.03 trillion) from the domestic equity markets.

In 2025 so far, Nifty and Sensex have risen by nearly 7 per cent, while gold and silver have rallied 53.09 per cent and 74.65 per cent, respectively

Nuvama expects the earnings downgrade cycle to persist as export weakness and slower government spending offset tailwinds from Goods and Services Tax (GST) cuts

The upward revision in RBI's FY26 growth forecast signals strong confidence in India's domestic economic momentum which has consistently beaten expectations

Broader market indices saw buying, Nifty MidCap 100 was up 0.29 per cent, and Nifty SmallCap 0.57 per cent

The near-record selling by foreign investors has come at a time when policymakers have already played their best cards, for now, analysts opine.

Stock market crash: The Sensex fell 827.27 points, or 1.01 per cent, to an intraday low of 80,332.41, while the Nifty50 dropped 261.4 points, or 1.05 per cent, to 24,629.45 levels.

A balanced allocation to gold for crisis protection, bonds for stability, and quality equities for growth can help build resilient portfolios in CY25

Indian Rupee today: The domestic currency opened seven paise higher at 88.62 against the dollar on Thursday

Sensex Today | Stock Market Close Highlights, Sept 22: US President Donald Trump's new H-1B visa fees rule triggered panic selling among investors, especially IT shareholders, on D-Street today

India has not done badly-it's just that other markets have done better, Wood said. For India, he believes, the inflows from domestic investors have been critical in preventing a correction.

India remains under-owned: FIIs hold 19 per cent of equities, lagging emerging market averages and FIIs have broadened exposure into small-and mid-caps

DIIs' steady inflows, backed by retail investors and long-term capital, have made Indian markets more self-reliant and less vulnerable to global shocks