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Foliyo Daily Pulse

Foliyo Daily Pulse

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 Daily market updates in 15 minutes or less.© 2026 Foliyo AI Finances personnelles Économie
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  • Indian Market Update on Feb 28th 2026

    Indian Market Update on Feb 28th 2026
    Feb 28 2026
    **India's Market Shows Resilience as Domestic Investors Counter Global Headwinds** * **Nifty's Rollercoaster Week:** The NIFTY 50 started strong, even crossing 25,700, but then took a sharp U-turn, falling over 1.25% on both Thursday and Friday. It closed below its 200-day moving average (a key market indicator) and formed its fourth straight "red candle," signalling a weaker medium-term trend. * **Global Worries Triggered the Fall:** This market dip was largely due to global factors. US inflation (PCE) unexpectedly jumped to 3.1% year-over-year in January, making investors fear the US central bank might keep interest rates high for longer. Additionally, the Bank of Japan raised rates after 17 years, increasing global funding costs and encouraging foreign investors to pull money out of emerging markets like India. * **Indian Investors Step Up as Foreigners Sell:** Foreign Institutional Investors (FIIs) were net sellers for the eighth consecutive month in February, pulling out roughly ₹6,640 crore. However, our own Domestic Institutional Investors (DIIs), including mutual funds and insurance companies, aggressively bought shares, often pumping in more money than FIIs pulled out on heavy selling days. * **The Growing Power of Domestic Money:** This strong DII buying is driven by the massive and consistent flow of money from everyday Indian investors through Systematic Investment Plans (SIPs). This steady domestic capital acts like a strong base for our markets, making India less dependent on foreign money and cushioning the impact of global uncertainties. * **IT Sector Grapples with "AI Worries":** Companies like Infosys and the broader IT sector are facing headwinds, with the NIFTY IT index seeing five consecutive weeks of declines. "AI worries" refer to concerns that Artificial Intelligence might disrupt traditional IT services, automate tasks, and reduce the need for human resources. Investors are watching how these companies adapt, invest in AI, and reskill their workforce. * **Infrastructure Sector Rides High (L&T):** In contrast, engineering giant L&T performed strongly, benefiting from India's massive infrastructure push. The government's focus on capital expenditure, with ₹12.2 lakh crore earmarked for public spending in the budget, directly boosts companies like L&T that build roads, metros, and power plants. Their performance depends heavily on winning new projects and maintaining a strong order book. * **Actionable Takeaways for Investors:** The market is currently a tug-of-war between global challenges and strong domestic support. Don't panic over FII selling, as DIIs are providing a crucial safety net. Be selective in your investments: look for IT companies that are actively adapting to AI, and consider infrastructure and capital goods firms that are direct beneficiaries of India's robust government spending. **Bottom Line:** India's stock market is demonstrating growing resilience, largely thanks to the steady inflow of funds from domestic investors. While global uncertainties will continue to cause market swings, the underlying strength of India's economy and the rising power of local money provide a strong foundation for long-term growth.
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    11 min
  • Indian Market Update on Feb 27th 2026

    Indian Market Update on Feb 27th 2026
    Feb 28 2026
    Indian Market Update on Feb 27th 2026
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    14 min
  • Indian Market Update on Feb 26th 2026

    Indian Market Update on Feb 26th 2026
    Feb 28 2026
    Indian Market Update on Feb 26th 2026
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    12 min
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