Sensex, Nifty likely to open flat on US tariffs impact
Indian stock markets are set for a cautious start this Monday, mainly because of new US tariffs on Indian exports.
Everyone's watching the upcoming Putin-Trump meeting on the upcoming Friday for possible updates, but until then, expect investors to play it safe.
Q1 earnings growth modest at 10%
These US tariffs—up to 50% on some Indian goods—are making things tough for export-focused sectors and adding extra market volatility.
Puneet Singhania from Master Trust Group says it might not slow India's growth much, but it could keep markets shaky for a while.
Plus, Q1 earnings growth has been pretty modest at around 10% for FY26.
Foreign investors pull out ₹14,000 crore so far in August
Foreign investors have pulled out ₹14,000 crore so far in August, but domestic investors have stepped in with over ₹36,000 crore—helping steady things a bit.
Dr. VK Vijayakumar from Geojit points out that Nifty is trending lower with more short positions building up, which could limit any quick bounce-backs.
Domestic investors have stepped in
DIIs (domestic institutional investors) now hold more shares in top companies than FIIs (foreign ones), with $19.7 billion invested recently—while FIIs focused their $5.4 billion mostly on banking and finance stocks.
Promoters are trimming their stakes slightly and retail investors are staying steady, pouring over $3 billion each month through SIPs.