Foreign institutional investors (FIIs) are unlikely to return to Indian equities soon due to structural and cyclical forces, including modest dollar returns and the AI revolution favoring other markets. FIIs may only re-enter if valuations hit rock bottom, IPO activity surges, or global markets become overheated, making India an attractive diversification option.
Feroze Azeez urges Indian households to sell 2-4% of their idle gold, valued at $4 trillion, to curb excessive imports. He frames this as financial patriotism, highlighting that selling gold near historic peaks is smart profit booking. This initiative aims to reduce the $75 billion annual import bill and bolster the rupee. The govt must facilitate this by temporarily removing capital gain tax on such sales.
Samvardhana Motherson International reported a 46% year-on-year rise in Q4FY26 consolidated net profit to Rs 1,497 crore, driven by steady business growth. Revenue from operations increased 8% to Rs 32,356 crore during the quarter.
Lenskart Solutions saw its net profit decrease by 9% year-on-year in the fourth quarter. However, revenue from operations surged by 46%. The company conducted significantly more eye tests, expanding its market reach. International business also showed robust growth. Lenskart is focusing on premiumization and improving capital efficiency, funding its expansion internally.
Ola Electric Q4 Results: Pure-play electric two-wheeler maker Ola Electric Mobility reported a consolidated net loss of Rs 500 crore for the March quarter, marking a contraction of 42.5% from Rs 870 crore reported in the same period last year. This is attributable to the owners of the company.
Indian stock markets staged a strong recovery, erasing morning losses. The Sensex and Nifty closed higher as oil prices dropped below $110 per barrel. Bond yields also eased from record highs. Investor sentiment improved broadly across market segments. The Indian Rupee, however, hit a fresh record low against the US dollar. Foreign investors resumed selling Indian equities.
Shares of Parle Industries surged 5% and hit the upper circuit after Prime Minister Narendra Modi gifted Melody toffees to Italian Prime Minister Giorgia Meloni. This sparked social media attention, leading to speculative buying in Parle Industries, despite the candy being manufactured by Parle Products, a separate entity.
Investors are now prioritizing financial discipline in the electronics manufacturing services sector. Companies are expanding and investing heavily, leading to increased focus on cash flows and working capital. Companies like Amber Enterprises India and Dixon Technologies India are navigating these changes. Kaynes Technology India faces execution challenges. The sector is entering a phase of selective growth and valuation sensitivity.
SpaceX is reportedly preparing for a record-breaking IPO that could value the company at nearly $1.75 trillion and raise around $75 billion. Investor enthusiasm is being driven by the company’s dominance in rockets, satellite internet, and AI-linked technologies, though concerns around valuation, governance, and execution risks continue to persist.
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