Global funds make $2.1 billion comeback on D-Street as earnings outlook improves
[hfe_template id='11223']
[ad_1]
Foreign investors are returning to Indian stocks at the fastest pace in eight months, supported by stabilizing corporate earnings and a US trade deal that improves the outlook for the months ahead. Global funds have bought nearly $2.1 billion of local shares so far in February, putting inflows on track for the strongest since June. The rebound follows last year’s record exodus, when investors shifted exposure to artificial intelligence-driven markets such as the US, China and South Korea. The rebound in inflows suggests some of the pressures that had been weighing on Indian equities are starting to ease. A long-awaited trade deal with the US earlier this month removed a key source of uncertainty for the $5.2 trillion market. Improving corporate results are also reviving the case for a rotation into Indian stocks, which have trailed most Asian and emerging market peers since early 2025. “We are seeing a positive momentum toward Indian equi...