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Key market shifts in 2025 reshape investor landscape
Major developments in 2025, from rupee depreciation near 91 to heavy FII selling and global volatility, reshaped Indian market dynamics and influenced investor sentiment, valuations and future return expectations across asset classes.
Indian markets in 2025 were shaped by several defining developments, including the rupee weakening close to 91 against the dollar, sustained foreign institutional investor selling, volatile global cues and changing interest rate expectations. Domestic equities saw sharp sector rotations, while valuation resets followed heavy outflows. These events collectively altered market dynamics, setting a different base for risk assessment, capital flows and potential return trajectories going forward.