The big Rs 1.4 lakh crore question: Are FIIs done betting against Sensex, Nifty?

Foreign investors may reverse their stance on Indian markets. A rally in Sensex and Nifty is expected. US Federal Reserve rate cuts and India's economic resilience are key factors. GST reductions and other reforms are also important. Earnings recovery is expected from Q3FY26. This could trigger renewed capital inflows. The macroeconomic foundation of India remains strong.