Foreign portfolio investors (FPIs/FIIs) are buying again after months of selling, with multiple outlets reporting large net inflows into Indian equities in early November 2026. The shift is attributed to a global pullback in AI- and technology-linked stocks, alongside improving India-focused factors such as corporate earnings and valuations.
Several reports cite depository or provisional exchange figures showing net purchases over the first days of November. Bloomberg says foreign funds were net buyers of close to $5 billion last week, while The Hindu points to net purchases of ₹45,960 crore across five sessions ended November 6. Times of India reports ₹38,971 crore pumped in amid an AI-driven sell-off, and Free Press Journal describes ₹53,739 crore bought between November 2 and 9.
Across outlets, framing differs in emphasis: some lead with the magnitude and timing of inflows, others highlight what sectors are resisting the broader exit (such as finance, information technology, telecom) or note that overseas investors still hold faith in specific stocks. Explanations also vary slightly, including mentions of easing global headwinds, domestic institutional support, and concerns about AI-related investment opportunities versus relatively broader market exposure in India.
