
Geopolitics
Foreign Portfolio Investors Return to Indian Market
In November, foreign portfolio investors returned to the Indian stock market with net inflows of Rs 53,739 crore, the highest since September 2024. This follows a period of Rs 70,704 crore in capital withdrawal over the previous two months. Jefferies noted that India's strong earnings and shifting global trends are driving this comeback, while Vinay Paharia emphasized that India's growth story remains intact despite geopolitical challenges.
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