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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence · Estd 2006 Market Intelligence · FII Sector Flows The Money Is Back. But It Isn't Chasing The Old Trade. ₹16,621 crore of fresh FII money entered Indian equities in just the first fortnight of August 2026 — and financials, autos and consumption stocks captured almost all of it, while IT quietly staged one of its most interesting comebacks of the year. For most of 2026, Foreign Institutional Investors were simply not in the room. Between roughly March and June, FIIs pulled out close to ₹2.6 lakh crore from Indian equities. The trigger was the US-Iran conflict and the oil-price shock that followed it. Global funds simply de-risked out of emerging markets, India included. That phase is now behind us. FIIs turned net buyers in July 2026, investing...

Winning Strokes

The BSE Sensex is now trading at 60,186.05 up 392.91 points (+0.66%) while the Nifty was seen at 17,954.10 up 120.75 points (0.68%). The Bullish trend in Nifty is likely 6o continue. Apply buy on dips strategy.

#Buy Websol Energy Systems Ltd (Rs.109) near the CMP for targets above Rs.150. The company is a large player in the solar energy Sector.

#Buy the shares of Dilip Buildcon Ltd at Rs.250/252, for targets of Rs.307/331. The net order book of Dilip Buildcon Ltd (Rs.250) as on 30 June 2022 stood at a whopping Rs.25,160.2 crore. You need to buy and hold for some superb gains.

The government of is working on developing electric highways, which will be powered by solar energy, that will facilitate the charging of heavy duty trucks and buses, Union road transport and highways minister Nitin Gadkari said on Monday.

#Today Swan Energy Ltd (Rs.242) made an intraday high of Rs.245. Book some profits and hold the rest with a deep SL of Rs.232.

#The banking sector has stated to look good again. My two earlier recommendations: UCO Bank Ltd (Rs.12.40) and Central Bank Ltd (Rs.20.20) has done well recently. Now but the shares of Equitas Small Finance Bank Ltd (Rs.48) for short term targets of Rs.71/77.

#Today the scrip of SAIL moved to Rs.83.50 intraday. Hold on to the scrip with a SL of Rs.77. The construction season ahead is likely to push up the demand for company's products.

#My strongly recommended Reliance Power Ltd today hit the upper Circuit at Rs.21.10. Hold with a SL of Rs.18.60.

#My recommended D B Realty Ltd (Rs.89.60) hit upper circuit today. Inspite of the rumor associated with the Sharad Pawar tag, unfortunately the regulator has transferred the stock to T - group. Hence, see that you don't get struck in the Lower Circuit.

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