Foreign portfolio investors have pulled Rs 48,056 crore from Indian equities so far in October, amid high crude oil prices, Middle East tensions, inflation concerns and weak corporate earnings. Selling eased in the week ended October 23, when FPIs were net buyers on two trading days, helped by a drop in the US 10-year yield from 5.36% to around 5% and the rupee's rise to 94.94 per dollar. Cumulative 2026 outflows reached Rs 3.08 lakh crore, well above the Rs 1.66 lakh crore for all of 2025. Analysts said the outflows may reflect rotation out of existing holdings rather than loss of confidence, with domestic inflows and SIPs cushioning the pressure. Investors will watch the US FOMC decision, the Bank of Japan rate decision, US GDP data and Brent crude moves.
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