FII UPDATE-----> Foreign Investors Are Back! After 4 Months of Selling, FPIs Return With ₹20,200 Crore. Is This the Start of a New Rally?

After four consecutive months of net selling, Foreign Portfolio Investors (FPIs) turned net buyers in July, investing nearly ₹20,200 crore into Indian equities. The reversal comes as improving macroeconomic conditions, easing global concerns and strong corporate earnings have renewed foreign interest in India -----> Why Have FPIs Returned? Several factors have improved sentiment: Strong corporate earnings Stable domestic economic indicators Better earnings visibility Improved risk appetite among global investors July marks the first meaningful reversal after four months of persistent outflows, signalling that overseas investors are rebuilding exposure to Indian equities. ##Where Is Foreign Money Going? According to NSDL sectoral data, FPIs have shown the strongest interest in: • Consumer Services • Metals & Mining • Healthcare • Financial Services IT has also witnessed fresh buying after months of selling. ------->Stocks Where FPIs Have Increased Exposure Recently Financials • $ICICIBANK • $KOTAKBANK Metals • $TATASTEEL • $JSWSTEEL Consumer Theme • $ETERNAL (Zomato) • $SWIGGY Healthcare • $DIVISLAB • $SUNPHARMA • $DRREDDY -------->Bottom Line Foreign money is flowing back into India—and that deserves attention. A ₹20,200 crore turnaround after four months of selling suggests that global investors are once again finding value in Indian equities. If this trend continues, banking, metals, consumer services and healthcare could remain among the biggest beneficiaries in the coming months.