Indian equities face a challenging June amid geopolitical tensions and foreign selling.
Foreign portfolio investor selling is clouding the outlook for large caps. Mid and smallcap stocks show potential for continued gains as domestic investors seek opportunities beyond blue chips. Analysts suggest buying dips in June for a potential July rally.
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Crude oil prices surpassing $100 have erased Rs 20 lakh crore from Indian equity markets this week, amid escalating Iran conflict. The rupee hit a record low as foreign institutional investors continued selling, intensifying the downturn. Experts suggest the panic could present long-term buying opportunities.
Global investors cut their holdings in India's financial services sector during the second half of May, though at a slower pace than earlier in the month. They sold shares worth ₹5,181 crore in the period. FPIs stayed net sellers overall despite inflows into other areas.
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Indian stock markets have staged a cautious rebound following a sharp sell-off in March. The rally, driven by short covering and domestic institutional buying, faces skepticism amid ongoing foreign investor sales. Traders are waiting for clarity on the West Asia conflict before further commitments.
Retail investors put ₹38,440 crore into equity mutual funds last month, a modest decline from March levels. The dip occurred amid uncertainty over oil prices and lower SIP collections.
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Indian stock markets saw a sharp selloff on Friday as Sensex and Nifty fell more than 1 percent. The decline was driven by passive fund flows tied to MSCI index reshuffles.
Despite weakness in the broader market due to escalating Middle East tensions and hawkish US Federal Reserve signals, certain smallcap stocks in India posted strong gains of up to 41% over five sessions. Crude oil prices rose above $110 per barrel, raising inflation concerns. A selective rally highlighted top performers across various sectors.
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Indian benchmark indices Sensex and Nifty closed nearly 6% higher for the week, snapping a six-week losing streak after a ceasefire between the US and Iran. Both indices rose 1.2% on Friday. Investors adopted a risk-on approach amid reduced volatility.