Foreign Portfolio exodus: What does it mean for domestic investors?
About this episode
The episode discusses the significant outflow of foreign portfolio investments from Indian equities and its implications for domestic investors.
Foreign portfolio investors have taken out more than ₹2.6 lakh crore from Indian equities since January 2026. Aggregate foreign ownership in Indian stocks has fallen to 14.7% -- which is a 14-year low. But domestic investors have pumped in around ₹4.5 lakh crore in the same period – the main reason why the markets haven’t collapsed due to the FPI withdrawals. What is driving the record foreign portfolio outflows? What does it mean for domestic investors – should they be worried? What should a domestic investor do in the light of this trend? Guest: Ashish Gupta, investment analyst, formerly Chief Investment Officer at Axis Mutual Fund. Host: G Sampath, Social Affairs Editor, The Hindu Producer and editor: Jude Francis Weston Learn more about your ad choices. Visit megaphone.fm/adchoices
People in this episode
Host: G Sampath
Guest: Ashish Gupta
Topics covered
- foreign portfolio investment
- domestic investors
- market trends
- equity market
- investment strategies
Keywords
- foreign portfolio investors
- Indian equities
- market collapse
- domestic investment
- investment analysis
Mentioned in this episode
Organizations: Axis Mutual Fund, The Hindu
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