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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 However, global investors are exiting, with $42 billion withdrawn from Indian markets since 2025.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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iShares India 50

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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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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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Xtrackers Nifty 500 India ETF

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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'

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

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

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

Tata AIA Life Insurance has launched the Shubh Flexi Pension Plan, an annuity plan that offers guaranteed income for life and a variable payout linked to the Nifty 50. This plan addresses inflation risk by locking in a portion of income at current annuity rates while allowing for potential growth. It is suitable for individuals nearing retirement, providing income stability and inflation protection. Various payout options are available, including single life and joint life plans. Investors should compare annuity rates across insurers and avoid committing their entire retirement corpus to annuities to maintain liquidity.

Compare pensions across annuity plans to understand key trade-offs

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