Half August

• Foreign Portfolio Investors (FPIs) exhibited strong buying activity in the first half of August, marking the fourth consecutive fortnight of inflows into the Indian market. • Investment was primarily concentrated in the financial services, automobiles, and IT sectors, with a notable preference for mid-cap stocks. • Analysts suggest this trend indicates a potential turnaround phase in investor sentiment toward India and a shift toward non-AI allocations.

• Foreign Portfolio Investors (FPIs) significantly increased their investments in the Indian financial services and IT sectors during the first half of August. • Financial services saw the largest surge, attracting Rs 6,535 crore in inflows between August 1 and 15. • IT stocks continued a positive trend from July, drawing an additional Rs 2,530 crore in investment during the same period.