₹43,000 Crore FPI Exodus Signals Global AI Shift: Indian Markets Feel the Heat

Foreign Portfolio Investors (FPIs) withdrew nearly ₹43,000 crore from Indian equities during the first week of June, extending a broader risk-off trend that has pushed total 2026 outflows to ₹2.67 lakh crore. The key drivers include persistent rupee weakness, subdued corporate earnings growth, and a global reallocation of capital toward technology and AI-focused opportunities, particularly in developed markets. Given the critical role of FPI flows in supporting India's current account and balance of payments, policymakers have introduced measures to attract overseas capital. Top Nifty 50 Weekly Losers (First Week of June): • $NTPC : – 6.53% • $ULTRACEMCO: – 4.96% • $BAJAJFINSV: – 4.51% • $TATACONSUM: – 4.03% • $HDFCLIFE: – 3.28% 📌 Disclaimer: This content is for information only and not investment advice. Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered advisor before making any investment decisions.