New Delhi, Aug. 19 -- The first signs of President Trump's tariff tantrums sent foreign investors fleeing, pulling money out of companies with ties to the US market. But guess who stayed put? India's retail investors. Spotting bargains where others saw risks, they quietly went on a buying spree in the April-June quarter.

A Mint analysis of 26 companies with over 25% of their revenues from US markets in FY25 reveals a significant shift in retail investor behaviour.

In the June quarter, 62% of these firms saw retail investors (those holding up to Rs.2 lakh in equity) sequentially raise their stakes, a sharp jump from the March quarter, when only 23% of these firms witnessed a similar rise in shareholding. Individual investors have added t...