Nifty hits record high, but half its stocks haven’t in 2025. What’s next for investors?

Nifty reclaimed a fresh record high after 14 months, ending a long corrective phase driven by expensive valuations, heavy FII outflows, geopolitical risks, and soft earnings. Despite the milestone, foreign investors still remain significantly under-exposed to India, with their holdings at a 15-year low following over ₹2 lakh crore in selling this year.