Nifty hits record high, but half its stocks haven’t in 2025. What’s next for investors?
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Nifty reclaimed a fresh record high after 14 months, ending a long corrective phase driven by expensive valuations, heavy FII outflows, geopolitical risks, and soft earnings. Despite the milestone, foreign investors still remain significantly under-exposed to India, with their holdings at a 15-year low following over ₹2 lakh crore in selling this year. Nifty’s 14-month wait for a fresh record finally ended as the index surged past 26,277, reclaiming an all-time high after 289 trading sessions. The rally marks a decisive reversal from the correction that began in September 2024—a phase dominated by stretched valuations, persistent FII selling, geopolitical tensions, the absence of a trade deal with the US, and weaker-than-expected corporate earnings. This prolonged pressure left Indian equities trailing most Asian peers. Foreign institutional and portfolio investors sharply trimmed their India exposure over the past year, with their holdin...