Archive · 20 Nov 2025
India's Stock Market Poised for Revival, FPIs Expected to Return
After a tough year, things are looking up for the Indian stock market.
Big companies from other countries are starting to think India is a good place to invest again.
This is because the Indian economy is expected to grow faster, and the Indian government is making it easier for people and businesses to spend and invest.
Some experts even think that India could become a more important player in the global market again.
Global brokerages turn bullish on India's stock market
Earnings revival, easing valuations, and potential FPI return key triggers
India Inc. expected to grow earnings at 17% CAGR by 2028
Domestic growth dynamics and policy reforms supportive of market turnaround
India may regain prominence among EM peers
- Who
- Global brokerages, Foreign Portfolio Investors (FPIs), and Indian equities
- What
- Turn bullish on Indian stock market, expected to return and grow respectively
- When
- Currently, with potential growth in the coming months and years
- Where
- India
- Why
- Due to expected earnings growth, supportive policies, and improved valuations
Bullish on Indian Equities
Cautious on Valuations
Earnings Growth
Bullish on Indian Equities
Expected to remain strong, boosting Indian equities
Cautious on Valuations
Potential earnings downgrades could still occur
Valuations
Bullish on Indian Equities
More palatable, macros likely to turn positive
Cautious on Valuations
Some sectors look stretched, may not be comfortable at 20-21x
- Indian Stock Market Performance (2025)
- Sensex rose less than 9%
- India's Earnings Growth (2028)
- Projected 17% CAGR
- FPI Outflows (2025)
- ₹147,383 crore
- India's Relative Performance vs EM Peers
- Widest margin of underperformance since 1993
Sources
FPIs set to turn net buyers in Indian stock market from Q1CY26; 4 key triggers that could reverse outflows
India least favoured among emerging-market investors
‘Valuations now palatable’: CLSA predicts return of Indian equities
‘FPI flows to India will pick up only if US markets fall sharply’
Foreign portfolio investors' money will follow earnings, says Dhiraj Agarwal
Sensex, Nifty rebound as IT surge and trade deal hopes lift mood
India’s capital mkt set for another rally
Global brokerages turn bullish on India as sentiment shifts — Is Dalal Street poised for a revival?
Global Markets 2026: India Shines in Goldman Sachs AM’s Emerging Markets Outlook
Strong session: Nifty closes near record highs above 26,200, Sensex jumps 450 points – Here are key highlights
