Foreign Portfolio exodus: What does it mean for domestic investors?

Foreign portfolio investors have taken out more than ₹2.6 lakh crore from Indian equities since January 2026. Aggregate foreign ownership in Indian stocks has fallen to 14.7% -- which is a 14-year low. But domestic investors have pumped in around ₹4.5 lakh crore in the same period – the main reason why the markets haven’t collapsed due to the FPI withdrawals. What is driving the record foreign portfolio outflows? What does it mean for domestic investors – should they be worried? What should a domestic investor do in the light of this trend? Guest: Ashish Gupta, investment analyst, formerly Chief Investment Officer at Axis Mutual Fund. Host: G Sampath, Social Affairs Editor, The Hindu Producer and editor: Jude Francis Weston Learn more about your ad choices. Visit megaphone.fm/adchoices