“Great rotation out of AI has started; expect FPIs to turn buyers in India’' Chat with veteran investor Ramesh Damani. Prashant Nair #Investing #Nifty #BankNifty #Trump #Iran #Rupee #AICrash #stocks
LinkedIn 50 min ago·16 Oct 2026, 6:27 am
Veteran investor Ramesh Damani suggests that a major shift is underway in global markets, with Foreign Portfolio Investors (FPIs) potentially moving money out of high-flying Artificial Intelligence (AI) stocks and into other regions like India. This "great rotation" implies a change in investor sentiment where capital seeks value in different sectors, potentially boosting demand for Indian equities.
For Indian investors, this shift is significant because FPIs are a key source of liquidity in the market. If these investors increase their buying activity, it could provide strong support to benchmark indices like the Nifty 50 and Bank Nifty, helping to stabilize stock prices during periods of global volatility.
Investors should watch the net inflows and outflows of foreign funds in the coming weeks. A sustained trend of buying by FPIs could signal a new bullish phase, while continued selling might indicate that global risk appetite remains low.
Key takeaways
- Category: Economy.
- AI reads the tone as positive (potentially bullish) for the stock.
- Flagged as a high-impact, market-moving story.
Why it matters
This is a high-impact development and could move the stock. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
