India, July 13 -- June brought a shift in mood among overseas investors in Indian markets. After a tense start driven by global conflict worries, selling pressure eased once tensions cooled. Yet this turnaround wasn't uniform. Certain sectors attracted fresh interest while others kept losing favour, showing that the recovery in sentiment is still patchy rather than a broad rush back into Indian equities.

Where the Buying Picked Up Financial services led the pack in June, pulling in close to $357 million in foreign money, making it the top choice for the month. This wasn't a small shift either, since the sector has otherwise been one of the bigger sources of outflows this year, so seeing it top the buying list stands out.

Close behind, t...