The Sensex has roared about 3,400 points high in just three days, with a sharp rise in recent days, almost completely driven by the Cash flow of this FII.
Dr. GeGit Financial Services’s main investment strategist Dr. VK According to Vijay Kumar, this reversal in FII activity is due to two key triggers. First, the Dollar Ler Index has slipped around 100, and the expectation of more D Dollar Lir’s weakness is leading investors to emerging markets like India and India. Second, when this year the US And China is likely to report both defeat growth, India is expected to clock at 6% GDP growth rate in FY 26 – but also in an unfavorable global environment. This related outperformance on the macro front can continuously translate into the influence of the market, making India a magnet for global capital.
Vijay Kumar added that investors’ attention is likely to be trained on domestic consumption based themes such as economic, telecom, aviation, cement, selected auto names and healthcare stocks.
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Despite the celebration of this three -day shopping festival, FIIs remain net vendors in April, with the total outflow still over 18,000 crore for months. However, Indian equity had fallen to their lowest level in foreign allocation years, India’s weight was reduced to the global funds. The second wave of purchase can be stimulated from the distance of allotment alone, the sentiment should be held.
Jitendra Gohil, Chief Investment Strategist of Kotak Optional Asset Managers, said that if the Dollar Ler Index continues to depreciate, the selection of FIIs for emerging markets will improve. Within the EMS, India’s point of view is relatively elastic and attractive compared to colleagues, though it marks that uncertainties are high.
The Indian rupee, meanwhile, is riding this recruitment. He extended his winning series for the fourth day on Friday, praising his 31st Paisay to settle against US Dollar Lar at 85.37-his strongest closed from April 4. The rally was supported by both equity flow and an enthusiastic risk.
Asked investment managers Deputy CIO Sumit Jain noted that exemption from emerging markets after Trump’s victory began after 2024, and continued for about five months. But now, the flow is stagnant, even if the trend is still young. He believes that India is a promising outlator, with its strong domestic market and growth.
In short, foreign money has come back, at least for now. Does this turn into a steady regeneration or shift short -term strategic shifts for how much time does D Dollar Ler remain weak, the U.S. How sticky is for inflation, and how India continues to move its global allies. Either way, the mood on Dalal Street has changed, and for once, it is a foreign hand that is trending heavily.
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