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FIIs cut stakes in 7 Nifty IT stocks. Then the index surged 16% in July

Foreign investors reduced stakes in most Nifty IT stocks during the June quarter. Oracle Financial Services Software saw the largest foreign investor stake increase. Mutual funds also cut holdings in nine of ten Nifty IT companies. Some foreign investors now see opportunities in beaten-down IT valuations. Sector growth faces challenges from artificial intelligence and global economic factors.

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thehindubusinessline.com

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economictimes.indiatimes.comStai leggendo4 g fa

FIIs cut stakes in 7 Nifty IT stocks. Then the index surged 16% in July

FIIs cut positions in 7 of 10 Indian IT stocks in Q2; Nifty IT surged 16% in July as valuations sank below historical averages and positioning hit multiyear lows. AI-trade pause signals institutional pessimism peaked; selective accumulation accelerates as managers recalibrate tech allocation.

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thehindubusinessline.com2 g fa

India’s out-of-favour stocks find new fans as AI trade reverses

Nifty IT jumped 16.7% in July vs US chipmakers' 21% drop—widest gap since 1999—as investors exit crowded AI positions. $1.6B inflow signals rotation from North Asia/US tech toward India's valuations in financials and industrials as the AI trade normalizes.

Timeline cronologica

martedì 28 luglio 2026·economictimes.indiatimes.com
FIIs triple stake in Sterlite Tech after a stellar 400% surge this year. More legs to the rally?
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mercoledì 29 luglio 2026·economictimes.indiatimes.com
Indian IT stocks buck global tech slump, climb on earnings beat and AI optimism

Indian information technology stocks rallied Tuesday after global AI pressure eased. Coforge reported significant revenue and profit increases, boosting the sector. Other major IT…

FIIs cut stakes in 7 Nifty IT stocks. Then the index surged 16% in July

Confronto fonti

FIIs cut stakes in 7 Nifty IT stocks. Then the index surged 16% in July

India’s out-of-favour stocks find new fans as AI trade reverses

Timeline cronologica

FIIs triple stake in Sterlite Tech after a stellar 400% surge this year. More legs to the rally?

Indian IT stocks buck global tech slump, climb on earnings beat and AI optimism

FIIs cut stakes in 7 Nifty IT stocks. Then the index surged 16% in July

Hated till June, hottest in July! What’s driving the Rs 3.8 lakh crore boom in IT stocks?

FIIs cut stakes in 72% of Nifty50 stocks, DIIs buy 82%. Here’s where the money moved

India’s out-of-favour stocks find new fans as AI trade reverses