Equity

After a turbulent start to April marked by significant outflows, foreign portfolio investors (FPIs) have returned to Indian equity markets with net investments nearing Rs. 8,500 crore in just one week. This resurgence, driven by improving investor sentiment, India's economic resilience, and favorable currency trends, could mark a turning point in FPI activity for the remainder of 2025. The shift comes despite ongoing global macroeconomic uncertainties and previous capital flight totaling Rs. 1.4 lakh crore since January.

India’s mergers and acquisitions (M&A) and private equity (PE) deal activity surged in the first quarter of 2025, according to Grant Thornton Bharat’s Dealtracker report. The quarter witnessed 669 deals worth USD 29 billion, marking the highest quarterly volumes since Q1 2022 and the highest values since Q3 2022. Domestic transactions led the way, with M&A activity reaching an all-time high. Private equity also saw robust growth, spurred by significant investments in early-stage funding and high-value deals.