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India has inaugurated the Million Minds Tech City in Gujarat, aiming to create over 70,000 tech jobs. However, global investors are exiting, with $42 billion withdrawn from Indian markets since 2025. The Nifty 50 index is down over 9% this year, as investors favor semiconductor powerhouses like Taiwan and South Korea. Despite India's strong AI talent, the lack of major chip manufacturers hampers market performance, leading to a significant drop in foreign investment and a shift in market sentiment.

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Goldman Sachs

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India talks big on AI, but markets are walking away

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Indian equity indices, Sensex and Nifty 50, continued to decline on Monday, influenced by weak global cues and foreign fund outflows. The Sensex fell 822 points to 74,415, while Nifty dropped 256 points to 23,387. Key support levels for Nifty are at 23,200-23,000, with resistance at 23,500-23,600. Analysts suggest a cautious outlook, with potential for further downside if key support levels are breached.

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First Trust India Nifty 50 Equal Weight

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Sensex, Nifty technical outlook: Analysts share key levels to watch

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A report by WorkIndia reveals a 31.4% year-on-year increase in job-related migration among blue- and grey-collar workers from January to April 2026, with 8.6 million applications for jobs outside applicants' hometowns. This trend highlights a significant shift, as more women and freshers seek better opportunities, with nearly 24.1% of workers pursuing jobs beyond their home cities. The report indicates that migration is becoming a deliberate career choice rather than a last resort, reshaping India's labor landscape.

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Franklin FTSE India

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More women, freshers migrating for better blue, grey-collar jobs: Report

India's economic growth outlook remains stable despite the U.S.-Israeli war with Iran, according to a Reuters poll of economists. However, they caution that the impact on the informal sector is significant and may not be fully reflected in the available data, which lacks real-time insights on fuel costs, jobs, and demand.

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Stable India growth outlook masks hit to vast informal sector, say economists: Reuters poll

India's Nifty 50 Index Futures fell 1% intraday, marking the largest single-day decline since April 13

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Harish Krishnan, CIO at Aditya Birla Sun Life AMC, anticipates double-digit earnings growth for Nifty 50 firms in FY27, driven by sustained earnings, currency stability, and a revival in private capital expenditure. He notes early signs of an earnings upcycle and sectoral shifts in energy consumers, re-industrialisation, and financials. While expecting 12-14% earnings growth, he acknowledges potential moderation due to energy and currency fluctuations. Krishnan highlights India's economic trajectory and competitiveness as key factors for future foreign inflows and market valuations.

Nomura Holdings, Inc.

'Still expect double-digit earnings growth for Nifty 50 firms in FY27'

RBI Governor: Recent restrictions on the foreign exchange market will not last "forever"

The Asia-Pacific stock markets generally softened, with South Korean stocks falling 1.6% and performing poorly. The mainland Chinese stock market, Hong Kong stocks, and the Nikkei index all closed lower, while Taiwanese stocks rose slightly. Morgan Stanley's report pointed out that the Indian stock market is expected to significantly recover in the coming months, due to factors including lagging performance, valuation, and earnings. The firm believes that the relative valuation of the Indian stock market has reached a low point, and the positions of foreign investors have weakened

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"Asian Stocks" Asian stocks generally softened, with South Korean stocks falling 1.6%, underperforming. Morgan Stanley expects the Indian stock market to show significant recovery

Global funds are rapidly withdrawing from Indian equities, with $18.84 billion pulled in just over three months, surpassing the previous full-year record. The ongoing US-Iran conflict has exacerbated concerns about India's economic outlook, leading to significant market pressure and a decline in the Nifty 50 Index. While domestic investments have provided some support, foreign interest has waned due to geopolitical risks and a lack of appealing narratives in the Indian market. Analysts suggest that foreign flows may return if geopolitical tensions ease and valuations become more attractive.

Global funds dump Indian equities at record pace on oil shock, growth fears

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Motilal Oswal Financial Services (MOFSL) reports a favorable base forming for Indian equities in FY27 after a challenging FY26, impacted by FII outflows. The ongoing Iran-Israel conflict poses risks, but a ceasefire could boost market sentiment. Valuations have moderated, with the Nifty trading at 18 times earnings, a 14% discount to its average. Earnings growth is expected to soften, with large-cap growth slowing to 7%. MOFSL favors sectors like automobiles and PSU banks, while maintaining an overweight stance on mid- and small-cap stocks, reflecting emerging business models.

X TRNIFTY50(03015.HK)

India talks big on AI, but markets are walking away

Sensex, Nifty technical outlook: Analysts share key levels to watch

More women, freshers migrating for better blue, grey-collar jobs: Report

Stable India growth outlook masks hit to vast informal sector, say economists: Reuters poll

India's Nifty 50 Index Futures fell 1% intraday, marking the largest single-day decline since April 13