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Why India Could Appeal To Foreign Investors Once The AI-led Trend Fades

Foreign portfolio investors(FPIs) have been net sellers of Indian equities over the past few years. After a decade of outperformance versus EM peers on a USD basis (Jun-15 to Jun-25), Indian equities have underperformed over the last one year, declining roughly 13% in USD terms in 1 Year ended 30-Jun-2026 against a roughly 40% gain for the EM index.

BY Spotlight Desk

Mutual Funds Are Deploying Cash, FPIs Are Making A Comeback – Is This A Positive Sign For Indian Equities?

Mutual funds have started deploying more of their cash into equities in recent weeks, while foreign investors have returned as buyers after months of sustained selling. The simultaneous shift is improving market liquidity and signalling growing confidence among institutional investors

Canva : Cash holdings by equity-oriented mutual funds declined to about Rs 1.84 lakh crore in June from Rs 1.89 lakh crore in May.

BY Rishabh Raj

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