HSBC expects India to attract up to $25 billion in foreign equity inflows if global investors rebalance portfolios away from volatile AI-driven markets. The brokerage has identified 10 preferred stocks, including ICICI Bank, Titan, M&M and Adani Ports, citing strong earnings visibility, domestic demand and structural growth drivers.

The Indian quick-service restaurant (QSR) sector is entering a favourable phase after a challenging period, according to Motilal Oswal Financial Services. The brokerage believes easing valuations, improving operational trends, and long-term consumption growth could support a recovery in QSR stocks. It remains selective in the space and highlights Jubilant FoodWorks, Sapphire Foods India, Westlife Foodworld, and Devyani International as key picks.

HSBC says India could attract up to $25 billion in foreign equity inflows if underweight global emerging-market funds restore allocations to neutral. Improving earnings, resilient domestic demand and lower relative volatility strengthen the case, with the brokerage favouring financials, autos, retail, hospitals and select industrial stocks

Foreign investors reduced stakes in large banks during the June quarter. They simultaneously increased holdings in several mid-sized and smaller private lenders. This shift reflects a preference for banks with specific growth triggers and fundamentals. Large banks still offer strong franchises and reasonable valuations for investors. The rotation depends on future earnings and valuation evolution.

Vedanta announced plans to demerge its real estate business into a new company. Shareholders will receive one share of Vedanta Property Platforms for every twenty shares held. This new entity will later debut on the stock exchanges, listing on BSE and NSE. The demerged real estate portfolio includes significant land and property assets across India. This move follows Vedanta's recent five-way business split, aiming to unlock shareholder value.

FPIs pulled out a record ~$18 billion (₹1.7 lakh crore) that year. 2026 has been worse, rupee returns are down 10% from the year's high, and FPIs have now taken out close to $28 billion (₹2.6 lakh crore).

The Nifty index is approaching a critical juncture after a prolonged consolidation period. Foreign institutional investors are showing early signs of returning after significant outflows this year. The unwinding of global artificial intelligence trades may encourage capital reallocation into India. Recent market gains were supported by strong domestic institutional buying and easing inflation concerns. Technical indicators suggest a potential breakout if the index sustains above key resistance levels.

India's stock market has introduced the Closing Auction Session (CAS) for eligible F&O stocks, changing how closing prices are determined and extending derivatives trading. The new framework aims to improve price discovery, curb end-of-day volatility and requires traders to adapt to revised market timings and auction-based closing procedures.

Nifty companies have posted a stronger-than-expected start to Q1 earnings, with profits of 39 reporting constituents rising 11% YoY, beating Motilal Oswal’s 7% estimate. Reliance Industries, JSW Steel, ICICI Bank, Bajaj Finance and Axis Bank drove 59% of incremental earnings growth, while InterGlobe Aviation, ITC, Dr Reddy’s, Cipla and Maruti Suzuki dragged.

Nuvama Institutional Equities has initiated coverage on KPR Mill, Indo Count Industries and Sanathan Textiles with 'Buy' ratings, citing the global shift in textile sourcing away from China. The brokerage expects Indian textile exporters to benefit from supply chain realignment, supported by capacity expansion, policy tailwinds and improving trade access.