Foreign portfolio investors (FPIs) increase purchases of Indian equities in early November after a period of heavy selling in September and October. Multiple outlets cite sharp net inflows over the first days of November, describing a turnaround in foreign sentiment as global conditions affecting “AI-linked” stocks shift.
Several reports connect the reversal to a global sell-off or weakening in artificial intelligence-related markets, which makes India comparatively more attractive. They also point to domestic factors such as improving corporate earnings and valuations in large-cap stocks. One Business Line report adds that Jefferies links the change to improving sentiment and selective buying after prolonged withdrawals. Coverage also notes that foreign buying is concentrated in particular sectors and stocks rather than spread evenly across all companies.
Outlets differ in emphasis and figures: some focus on the multi-day period of inflows in early November, while others discuss broader quarter- and year-to-date foreign flows, including cumulative outflows during 2026. Some include tax and currency- and rupee-related context mentioned by analysts, while others stress sector rotation—especially into finance, technology, telecom and related index-heavy names.
