Indian Stock Market Faces Turmoil Amid FII Withdrawals and Earnings Downgrades

The Indian stock market is experiencing severe turmoil, with the Sensex dropping 3,000 points and smallcaps in a bear market, as FIIs withdraw over Rs 1 lakh crore in 2025. Analysts predict a potential recovery in FY26, driven by rising GDP growth, despite ongoing earnings downgrades and high valuations across sectors. Long-term investors may find opportunities as the market stabilizes, with expectations of a shift towards discretionary consumption.

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Indian Stock Markets Face Severe Decline Amid Foreign Investor Withdrawals

Indian stock markets are facing a severe downturn, with the BSE Sensex dropping 3,000 points over nine sessions, largely due to Rs 1 lakh crore withdrawn by foreign institutional investors in 2025. Smallcap and microcap segments are particularly hard-hit, with declines up to 42% for some Nifty components. Experts predict continued market weakness, citing high valuations and potential earnings reductions, although a recovery may begin in Q1 FY26 as global tensions ease and consumption demand stabilizes.

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