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BFSI and oil & gas bear the brunt as foreign investors pull funds from India (opens original article in a new tab)

TL;DR

Foreign investors are pulling funds from India's BFSI and oil & gas sectors, redirecting capital to AI and semiconductor opportunities in the US and East Asia.

  • Foreign portfolio investors sold ₹23,141 crore in banking and financial stocks and ₹8,978 crore in oil and gas in May.
  • Global fund managers are shifting capital to AI and semiconductor sectors in the US, Taiwan, and South Korea.
  • BFSI and oil & gas sectors face pressure due to geopolitical volatility, margin compression, and shifting investment trends.

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