FIIs have remained heavy sellers of Indian equities since September 2024, with nearly $60 billion in cumulative outflows. However, Q1 shareholding data suggests they are becoming more selective, with some bets delivering strong gains. HFCL saw FII ownership more than double to over 15%, while its stock surged 214%, highlighting the payoff from targeted investments.

Foreign portfolio investors (FPIs) invested ₹30,919 crore in Indian equities in August, driven by improving corporate earnings and stable economic conditions.

FIIs have remained heavy sellers of Indian equities since September 2024, with nearly $60 billion in cumulative outflows. However, Q1 shareholding data suggests they are becoming…