Foreign investors returned to Indian equities in July, but their buying reflected selective, defensive positioning. Consumer services, healthcare and consumer durables attracted Rs 25,298 crore, while capital goods, telecom and automobiles faced heavy selling. The shift highlights stronger preference for domestic consumption, healthcare and discretionary growth over capital expenditure-driven sectors.

Foreign investors returned to Indian equities in July, but their buying reflected selective, defensive positioning. Consumer services, healthcare and consumer durables attracted…

FPIs invested ₹12,290 crore in Indian markets in early August, with equities attracting the majority of inflows.

In early August, Foreign Portfolio Investors poured Rs 12,921 crore into Indian equities, building on their notable investments from July. This surge indicates improved investor…

In July, overseas investors turned their attention to Indian IT stocks, marking the first instance of such purchases this year. The consumer durables and healthcare sectors also…