Archive · 3 Aug 2026
Indian Equities Remain Attractive Amid External Risks for Investors
Arun Poddar says Indian stocks are still good to buy because many big investors in India are putting money in, even though some foreign investors are pulling out.
People are also putting money into regular savings plans that keep growing.
Oil prices can make the Indian currency weaker, which can raise prices for things people buy.
In the first quarter of the new financial year, car companies and some other industries did very well.
The amount of money from foreign investors is getting better, but it could change if oil prices go up again.
Domestic institutional flows absorb FPI selling, stabilizing markets
Retail SIP contributions above Rs 30,000 crore since March 2026
Oil price volatility and rupee weakness raise inflation and RBI policy risk
Autos, capital goods, chemicals outperform in Q1FY27 earnings
FII inflows narrowing, potential reversal if crude prices rise
- Who
- Arun Poddar, analyst at Choice
- What
- Analysis of Indian equities resilience amid external risks
- When
- Q1FY27 earnings season, 2026-2027
- Where
- India, Indian equity markets
- Why
- Domestic flows, retail SIPs, macro risks, oil prices, rupee
- Domestic institutional flows
- Absorb FPI selling, stabilizing markets
- Retail SIP contributions
- Above Rs 30,000 crore monthly since March 2026
- Oil price impact
- Brent crude $85-100/bbl affecting inflation and RBI policy
- Q1FY27 earnings
- Autos 36.9% revenue growth, strong EBITDA
- FII inflows
- Narrowed from Rs 1.2 lakh crore outflows to positive in July