Foreign investors are back in India, and their money is moving decisively into consumption-led sectors, healthcare and financials. FIIs deployed a net Rs 49,830 crore across sectors in July and August, with consumer services alone accounting for more than a third of the total buying.
The shift comes as the chip trade tapers and foreign portfolio investors turn consistent sellers in semiconductor stocks in South Korea and Taiwan, helping redirect flows toward India. The resilience of the Indian economy, a better-than-expected 7.8% Q1 FY27 GDP growth rate, stronger-than-expected Q1 earnings and a stabilising rupee have further supported the turnaround in sentiment.
