After years of aggressive post-pandemic inflows, foreign government investment in Indian markets slowed in 2025 as equity volatility rose and relative performance weakened.
For the full year, inflows into Indian gold ETFs reached $4.68 billion, the highest on record for any calendar year. This compares with $1.29 billion in 2024, $310 million in 2023, and just $33 million in 2022.
Benchmarks tested a key technical level after a sharp sell-off, as global cues, sectoral pressure and tariff-related concerns weighed on sentiment, prompting caution among investors.
Foreign portfolio investors collectively sold more than Rs 1.66 lakh crore from Indian equities in 2025, yet assets under custody for several countries still inched higher.
The IT sector saw the heaviest withdrawals, with foreign investors selling more than 45 percent of the total outflows during the year
The combined value of BSE-listed companies crossed Rs 481.25 lakh crore, with investors adding nearly Rs 30 lakh crore in market value since January 2025.
Foreign outflows, rich valuations and softer earnings keep India at the bottom of global rankings
Relative valuations, competitive rupee, steady macro and earnings revival set a better pitch now, says Munot
While FIIs have sold more than $30 billion of Indian equities over the past 14 months, selling has been sharper across parts of Asia.
Weak US momentum and regulatory headwinds drag Sun Pharma below Sensex and Nifty despite steady domestic gains
Apart from small-caps, the Philippine's PSEi index and Bitcoin were among the biggest global losers in 2025, declining more than 9 percent and 5 percent, respectively. Other laggards included the BSE MidCap and Jakarta Composite Index, which slipped 4 percent and 0.4 percent.
The study tracks only those whose wealth exceeds $100 billion. Globally, 18 people now hold fortunes above that level, and all but one gained during the year
Among the biggest gainers was Lakshmi Mittal, chairman of ArcelorMittal, followed by Eicher Motors founder Vikram Lal and Bharti Airtel chairman Sunil Mittal
Lower participation in mid- and small-cap stocks and tighter derivatives rules weighed on market activity.
Metropolitan Stock Exchange, Apollo Green Energy, B9 Beverages, Hero Fincorp and API Holdings recorded sharp declines in the unlisted market in 2025, while NCDEX, Goodluck Defence & Aerospace, Indofil Industries, ESDS Software Solutions, unlisted NSE and Chennai Super Kings Cricket posted gains during the year.
NSE's total registered investors stood at around 12.4 crore as of December 19, 2025, compared with 10.89 crore in 2024.
Out of a total listed universe of 2,667 stocks, nearly 90% of stocks were down more than 20 from their 52-week highs
In earlier years, the number of companies with a mcap above Rs 1 lakh crore stood at around 75 in 2023, 54 in 2022 and 49 in 2021. In 2019 and 2020, the count was significantly lower at around 29 and 31 companies, respectively.
Heavy foreign outflows mark financials, IT and services, while oil and gas continues to attract steady inflows in the first half of December
At present, SEBI has permitted seven investment strategies across equity, debt and hybrid asset classes under the SIF framework.
Ambition remains high on both sides, as per Nasdaq's Edward Knight and USIBC's Atul Keshap at USIBC's 50th anniversary celebration at NSE
The combined m-cap of all BSE-listed companies was around $5.19 trillion as of December 17. This was up about 0.5 percent from $5.18 trillion at the end of December 2024
While the overhang of pledged shares is now gone, the continuous loss of market-share is not supportive for the stock, according to analysts
Fresh data from ACE Equities show aggregate cash holdings in active equity schemes eased to 4.68 percent in November from 4.79 percent in October. In absolute terms, however, reserves held largely steady at about Rs 2.02 lakh crore, compared with Rs 2.03 lakh crore a month earlier.
Of the starting list of top 500 companies in 2008, only 35—just 7%—ended up as compounders. The rare winners combine sustained growth, consistent outperformance, and strong leadership, an MOFSL report highlighted