Archive · 5 Jan 2026
Asian Stocks Start 2026 with Mixed Trends
Asian stocks started 2026 with mixed trends.
Foreign investors pulled out a lot of money from Indian stocks, continuing a trend from last year.
This was because of worries about the economy and the value of stocks.
However, some experts think that foreign investors might start putting money back into India as the year goes on, especially if the economy gets better.
Meanwhile, other Asian countries like South Korea and China saw big increases in their stock market values last year.
In India, some big companies like Reliance Industries saw their values go up, while others like TCS and Infosys saw decreases.
Overall, the Indian stock market didn't do as well as other countries, but there's hope that it might improve in the coming months.
Foreign portfolio investors (FPIs) pulled out Rs 7,608 crore from Indian equities in early January 2026, extending last year's selling streak.
Global market capitalisation rose 22.1% in 2025, while India's market cap increased only 2.8%, trailing Asian peers like South Korea (77%) and China (34%).
India's share of global market capitalisation stood at 3.5% in December 2025, down from a peak of 4.6% in September 2024.
Reliance Industries saw the biggest jump in market valuation, while TCS and Infosys experienced declines.
Experts believe FPIs may rethink their stance on India as domestic fundamentals improve, potentially leading to net foreign inflows.
- Who
- Asian equity investors, including FPIs, and major Indian companies like Reliance Industries.
- What
- Mixed trends in Asian stocks with FPI outflows from India and significant market cap changes.
- When
- Early January 2026, with references to 2025 performance.
- Where
- Asian markets, particularly India, South Korea, China, and other global peers.
- Why
- FPI outflows driven by volatile currency movements, global trade tensions, and stretched equity valuations; market cap changes due to varying performance and investor sentiment.
- FPI Outflows
- Rs 7,608 crore (USD 846 million) pulled out from Indian equities in early January 2026.
- 2025 FPI Withdrawals
- Record Rs 1.66 lakh crore (USD 18.9 billion) withdrawn from Indian market.
- Global Market Cap Growth
- 22.1% increase in 2025, reaching $27.4 trillion.
- India's Market Cap Growth
- 2.8% rise in 2025, trailing global and Asian peers.
- India's Global Market Share
- 3.5% of global market capitalisation in December 2025.
- Top Gainers
- South Korea (77%), China (34%), Taiwan (31%) led market cap increases.
- Reliance Industries
- Market valuation jumped ₹45,266.12 crore to ₹21,54,978.60 crore.
- Nifty Valuation
- Trading at 21.2x, close to long-period average of 20.8x.
Sources
Asian stocks enter 2026 under cloud of AI valuation risks, policy divergence
Wall Street expects the market to keep rallying in 2026 despite lofty valuations
FPIs start 2026 on cautious note, pull out Rs 7,608 crore from Indian equities - Telegraph India
Global market capitalisation jumps 22% in 2025; India stock market trails with 2.8% rise: Report
Mcap of 7 of top-10 most valued firms surges ₹1.23 lakh crore; Reliance biggest winner
