Foreign portfolio investors pulled out ₹11,820 crore from Indian equities in the first week of December, taking the total outflow in 2025 to ₹1.55 lakh crore, largely driven by a 5% fall in the rupee. Domestic institutional investors offset the entire sell-off with ₹19,783 crore of buying. FPIs briefly turned buyers after the RBI’s 25-bps rate cut and its upgraded FY26 growth forecast of 7.3%. Among top firms, TCS and Infosys gained over ₹59,000 crore in market value, while Reliance Industries lost over ₹35,000 crore. Global cues remain mixed amid Fed rate-cut hopes and trade deal delays. Here are the five key things to know:
