New Delhi, Jan. 14 -- In a dramatic shift of strategy, foreign investors rewrote the rules for the Indian market in 2025. While they pulled a massive Rs.1.67 trillion out of equities overall, this headline number tells only half the story. The real action was a stark and surprising split: a select group of industrial and commodity sectors basked in fresh inflows, even as longtime favourites like technology and consumer goods were unceremoniously dumped.

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Telecom stood out as the strongest foreign investor favourite for a third straight year, drawing uninterrupted inflows despite broad market volatility. Mint analysis of CMIE data shows overseas investments into the secto...