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India Markets Poised: Consumption Pickup Trumps FPI Outflows
16 Dec, 2025
Summary
- Improving consumption indicators signal a potential turning point for Indian markets.
- Strategic investment surge in financial services suggests shifting investor sentiment.
- India can offer investors a 'contra-AI' allocation away from AI-driven markets.
Indian equity markets are showing promising signs of resilience, even as foreign portfolio investors continue to divest. An uptick in consumption indicators and growing strategic foreign interest, especially in the financial services sector, suggest a potential market reversal. Retail investors are actively participating, demonstrating confidence in India's growth narrative, while promoters and private equity firms are selectively exiting.
