Overview

• Depositories data show Rs 6,480 crore of net FPI equity inflows in October through October 17, ending a three‑month withdrawal streak.
• Benchmark indices touched fresh 52‑week highs, with the Sensex crossing 84,000 and the Nifty topping 25,700 on sectoral strength in autos, consumer durables, FMCG and banking.
• Despite the October reversal, FPIs remain net negative for 2025 by roughly Rs 1.5 lakh crore.
• FPIs also added to Indian debt with about Rs 5,332 crore under the general limit and Rs 214 crore via the voluntary retention route, while staying active in the IPO market.
• Analysts point to improved earnings prospects and resilient domestic demand, with near‑term flows seen hinging on the earnings season and India–US trade developments.