India-US trade deal is expected to provide a significant boost to Indian equities, with foreign portfolio investor (FPI) equity outflows likely to reverse and several key sectors poised to benefit, noted a report by Antique Stock Broking.
FPIs pulled out about USD 17.5 billion from Indian equities in 2025, the highest annual outflow on record in absolute terms. The selling reflected weak earnings momentum, global risk aversion, and better relative opportunities in AI-heavy markets, the report highlighted.