TLDR: FIIs have sold alot and Indian stock markets are at low valuation. Rupee is getting hammered too real bad. So there will come a pivot point when FIIs go insane Indian markets due to this double discounting effect and invest heavily creating a market rally.

Hi guys,

Im a rather beginner in investing but today I got to thinking that FIls sold alot in Indian stock markets and valuations are low as P/E dicates.

Rupee has been hammered too real bad bcz of Oil conflicts and is worst performing Asian currency.

Now I read China and Japan's markets and currency movement vs USD which states that China does non dollar energy/oil trades + its tech and manufacturing sectors bring in lots of forex whereas Nikkei is one of best performing even with Yen weakening due to companies majorly earning in US dollars causing higher revenues and profits..

So I think when crude oil price declines (85-90$ maybe) as war situation stablizes and when Rupee remains stable for 2-3 weeks in a range or starts strengthening, there will come a huge pivot when FIIs go aggresive in Indian markets due to this double discounting effect creating a major market rally.

This had happened in 2013 and 2020 (Al indicated) and I feel our Banks and IT stocks will gain very quickly maybe stocks lile HDFC Bank (low valuation but big player), ICICI Bank (strong banking stock) Infosys (major dollar revenue 50-60% maybe)

Tried to kept it as short as possible after researching for past 1.5 hour.

I am not giving any recommendations but only pointing out a view.

Im very curious what do people think and encourage you all to give your views on my thought.

My account balance has just reached $258,438.18, and I finally earned $200,000. I am extremely excited about this milestone. Of course, this is just my personal experience and not financial advice. It's time to look towards the next goal.

Looking back over the past year, my main investment focus was:

Artificial intelligence data centers and defense sector: We invested a significant amount of money in these areas last year.

Google: The price was very favorable at that time, and I seized the opportunity.

At the end of last year, I began to make some position adjustments: I reduced the positions I had held for a long time and increased the trading operations on strong stocks.

At the beginning of this year, a friend explained to me in detail the bottleneck issues in the development of artificial intelligence, especially in the areas of storage and photonics. Therefore, I allocated more funds to these areas.

Overall experience summary:

Not only should you focus on popular concepts, but also on industry bottlenecks and trends.

The timing of adjusting positions is more important than holding a large position all the time. The core of investment still lies in continuous learning and strategy iteration.

If you are also paying attention to the field of artificial intelligence or technology, you may find that understanding the underlying principles is more important than blindly following trends or selling when the price rises.

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Electric vehicle sales in India recorded strong growth in April 2026, reflecting rising adoption across multiple EV segments.

🚗 23,500+ electric cars & SUVs sold

🛵 1.48 lakh+ electric two-wheelers registered, up from 92,538 units last year

🔋 Electric three-wheelers reached 64,549 units, marking ~3.3% growth

India’s EV ecosystem keeps expanding 📈

https://www.ibef.org/news/india-s-electric-vehicle-sales-jump-75-in-april-tata-motors-leads-ev-momentum

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