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FIIs sold Indian equities worth 1.16 lakh crore in 2025, but Helios Capital Management's founder & fund manager Samir Arora calls it marginal rebalancing. Arora stressed FIIs $750 billion India exposure and IPO/QIP investments reflect confidence despite near-term market underperformance and global trade concerns. He said that there is nothing wrong with the FII/FPI selling.
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Global markets show cautious optimism as geopolitical clarity from Trump-Putin and Zelenskyy talks could marginally boost sentiment. Strong tailwinds from Indias GST reforms and positive earnings support markets. Aerospace and defence remain key outperformers due to ongoing security investments, with potential long-term gains despite unresolved geopolitical tensions.
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Mark Zuckerberg is trying to avoid giving a deposition in a privacy lawsuit. Meta argues he lacks unique knowledge. The case involves allegations of collecting user health data via the Pixel tool. Plaintiffs claim Zuckerberg knew about this. Meta denies wrongdoing. The 9th Circuit Court is considering whether to compel Zuckerberg's testimony.
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