2026年2月初，FPI在贸易谈判改善和利率稳定推动下，通过购买810亿卢比的印度股票，扭转了三个月的资金流出。 FPIs reversed three months of outflows by buying ₹8,100 crore in Indian stocks in early February 2026, driven by improved trade talks and stable rates.

2026年2月第一周,外国证券投资人成为净买家,对印度股票投资了8 100卢比以上,扭转了三个月的持续外流。 Foreign portfolio investors (FPIs) became net buyers in the first week of February 2026, investing over Rs 8,100 crore in Indian equities, reversing three months of sustained outflows. 这一转变是在1月撤出35 962卢比和2025年因全球贸易紧张、货币波动和高估值而出现创纪录的1.66 百万卢比净流出之后发生的。 This shift followed a Rs 35,962 crore withdrawal in January and a record Rs 1.66 lakh crore net outflow in 2025 due to global trade tensions, currency volatility, and high valuations. 逆转的动力是风险情绪的改善、印度-美国贸易谈判的突破、稳定的利率预期以及支持性财政政策。 The reversal was driven by improved risk sentiment, a breakthrough in India-U.S. trade talks, stable interest rate expectations, and supportive fiscal policies. 卢比从创纪录的90.30元增加到90.70元左右,增强了信心。 The rupee strengthened from a record low of 90.30 to around 90.70, boosting confidence. 虽然流入量仍然谨慎,但分析家预计,如果收入增加,全球风险减轻,到2026年3月,卢比稳定在每美元90美元以下,就会有进一步的投资。 While inflows remain cautious, analysts expect further investment if earnings grow, global risks ease, and the rupee stabilizes below 90 per dollar by March 2026. 税收变动、政策不确定性和估值上升的风险依然存在。 Risks persist from tax changes, policy uncertainty, and elevated valuations.