Signal Desk · Markets

FPIs sold over Rs 25,000 crore of Indian equities in September

2026-10-04 · 1 source · Economic Times Markets

In short

FPIs sold more than Rs 25,000 crore of Indian stocks in September. Reported reasons were higher US bond yields, expensive crude and a weaker rupee.

This matters because foreign buying can support Indian markets. It is not yet clear how fast those investors will return, or whether yields, oil, currency and earnings will improve enough.

What the reporting says

FPIs sold more than Rs 25,000 crore of Indian equities in September, as surging US bond yields, elevated crude prices and a weaker rupee hurt India’s appeal. The reported factors point to pressure on foreign inflows rather than a company-specific event. The immediate question is whether cooling yields and oil, currency stability, strong Q2 earnings and attractive valuations will bring investors back.

Why it matters

FPIs sold more than Rs 25,000 crore of Indian equities in September, according to the publisher-supplied summary, as higher US bond yields, elevated crude prices and a weaker rupee reduced India’s appeal. The story points to possible support from cooling yields and oil, currency stability, strong Q2 earnings and attractive valuations. What remains unknown is whether those conditions will actually materialize and pull foreign investors back.

Touches: Markets, Global, Economy

Sources