Overview
- Foreign investors sold a provisional Rs 317.56 crore of equities on Friday, taking December’s net selling to about Rs 22,130 crore, while domestic institutions bought Rs 1,772.56 crore that day.
- Depository data show a full‑year FPI equity outflow near Rs 1.58 lakh crore alongside roughly Rs 59,000 crore of net investments in Indian debt linked to global bond‑index inclusion under the FAR route.
- The Nifty closed at 26,042.30 and the Sensex at 85,041.45 on Friday, with trade staying range‑bound into the year’s final sessions.
- Analysts attribute the exodus to a stronger dollar, elevated US yields, rupee weakness near 89.90 per dollar, global trade frictions and stretched pockets of valuation.
- Investors are watching India’s November industrial production data and the Federal Reserve’s December meeting minutes this week for clues on rates, growth and whether FPI selling could ease in 2026, as some expect if earnings and GDP strengthen.