Fii

OPINION | Tiger Global Returns: Has CBDT really weakened its bite?

Prospective amendments to the applicability of GAAR to grandfathered investments provide some statutory comfort. However, taxpayers must continue to ground their treaty claims in demonstrable substance 

OPINION | Beyond Tiger Global: Government tries half-heartedly to restore faith

An amendment to GAAR Rules offsets the apex court verdict, but prospectively. It’s an admission of a problem without full restitution 

Indian markets stay afloat on DII strength amid FII outflows

Despite record FII sell-offs in 2025, strong DII inflows, driven by SIPs, have stabilised Indian markets, though future resilience depends on earnings and macroeconomic stability

Chart of the Day | Promoter holding declines in Nifty 500 companies

Investors can view promoter’s stake sale as reference points for valuation of a company

How SEBI's FPI disclosure rules will impact foreign flows

SEBI takes a bold step on disclosures for foreign funds, marking a significant shift in its regulatory approach

The key drivers behind March's market rally

Indian markets have rallied by 8 percent from their lows this March. What sparked this sudden surge, and have investors missed the boat?

Short-Term Volatility, Long-Term Uncertainty: Budget 2025's impact on markets

One big hope for the market is that the tax relief provided by the finance minister will help increase domestic investment.

Market under pressure as domestic and foreign investors navigate rising yields and earnings slowdown

The combination of slowing new account openings and a rising stoppage ratio suggests that less domestic capital will flow into the market.

Will domestic investors continue to cushion market declines?

Since the pandemic, domestic institutional investors (DIIs) have not been net sellers on an annual basis. This trend can be attributed to retail investors' influx of funds into mutual funds, primarily through systematic investment plans (SIPs) and direct investments.

Chart of the Day | Unpacking the reasons behind India's funds outflow

While there is speculation that funds are moving from India to China, the data don't support this hypothesis.

FII selling fuelled by US interest rates, rather than a shift to China

As the US elections approach, FIIs are shifting their focus to selling in emerging markets, driven by rising interest rates in the US

Chart of the Day | Comparing MSCI India and Nifty

While both indices are constructed using the free float market capitalisation method, the MSCI India Index applies a special adjustment called the Foreign Inclusion Factor (FIF) and foreign room

How traders are positioned ahead of the Budget trading

Budget 2024-25: Explosive movements typically mark budget days, with the market making swift and decisive shifts in one direction or the other

Can SEBI's volatility management exercise reduce intraday spikes

There are indications that a cartel of traders collaborated to temporarily manipulate the market in their favour, profiting by reversing their trades afterwards

Chart of the Day:  Influence of FPIs on Indian markets coming down

With the inclusion of retail investors, the number of Indian buyers far exceeds that of foreign investors by a substantial margin. Consequently, despite significant foreign outflows, Indian markets have exhibited resilience.

What's behind the market panic 

The worry that the war in Gaza will spill over to the rest of the region has dragged down global markets 

How the market looks from Mount 20k 

Analysts have stopped trying the justify the current rally on fundamental grounds. But as the economist John Maynard Keynes said, ‘Markets can remain irrational longer than you can remain solvent.