Pocket Money

In this episode, Vivek Kaul unpacks foreign investor outflows, record SIP inflows and falling markets, exploring what these trends mean for valuations and whether investors should continue their SIPs.

The Nifty has fallen 13.5% since the beginning of 2026. Foreign portfolio investors have withdrawn around $33 billion from Indian equities this year alone. But at the same time, monthly SIP inflows touched an all-time high of Rs32,490 crores in September.

Who is reading the market right – is it us or them? Why are foreign portfolio investors withdrawing? Does the steady inflow of SIP money risk supporting valuations even when corporate earnings don’t justify them?

All this and more in the first episode of Pocket Money, with business columnist and author Vivek Kaul.

Host: G Sampath

Producer and editor: Jude Weston

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