{"id":22735,"date":"2026-03-12T14:27:59","date_gmt":"2026-03-12T08:57:59","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=22735"},"modified":"2026-03-12T14:27:59","modified_gmt":"2026-03-12T08:57:59","slug":"fii-sector-rotation-it-to-metals-power","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/fii-sector-rotation-it-to-metals-power\/","title":{"rendered":"FIIs Rotate Out of IT as AI Euphoria Peaks \u2014 Metals, Power & Capital Goods See Fresh Buying"},"content":{"rendered":"

Foreign institutional investors<\/a> (FIIs) are quietly reshaping their sector bets in Indian equities<\/strong>, rotating money out of technology stocks and into old-economy industries such as metals, capital goods, power, and oil & gas.<\/p>\n

The shift is becoming visible in recent sector flow data, suggesting that global investors may be repositioning portfolios as artificial intelligence (AI) reshapes the outlook for traditional IT services businesses.<\/strong><\/p>\n

The trend matters for markets now because foreign flows often determine sector leadership in Indian equities<\/strong>, and the latest positioning hints that the next phase of the market cycle could favour cyclical and infrastructure-linked sectors rather than technology.<\/strong><\/p>\n

What Just Changed<\/h2>\n

Foreign investors have withdrawn roughly \u20b953,000 crore from Indian equities so far in 2026<\/strong>, but the outflows are not evenly distributed across sectors.<\/p>\n

Instead, the data shows clear buying in cyclical industries tied to the real economy<\/strong>, even as FIIs trim exposure to technology and some consumer segments.<\/p>\n

FII Sector Flows (Jan\u2013Feb 2026)<\/h3>\n

Strong Inflows<\/strong><\/p>\n