Foreign investors say Dalal Street may be better placed relative to emerging market peers.

Overall, 26 of BSE 500 stocks, with substantial FPI holdings, delivered double-digit returns.

FIIs have lapped up Indian shares to the tune of $627 million so far in November.

Friday’s rally of more 2,000 points was supported largely by DIIs.

FPIs have pulled out a net of $4.8 billion from Indian shares since the end of July.

The budget move spooked investors, as the surcharge will impact 40 per cent of FPIs.

FIIs have invested a net of $147.88 million in Indian shares so far this month.

The upcoming general election is a key event looming over the market.

"Protectionism emanating from the US is the biggest risk for emerging markets."

The intensifying trade war rhetoric between the US and China has weighed on most emerging markets.

The main risk to this positive outlook is oil sustaining beyond $70 per barrel and a larger pickup in Indian bond yields.

The main foreign worries over the Indian market are the relatively high valuation levels and the still mediocre corporate investment growth.

The June figure was almost 40 per cent lower than the month before.

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