Indian investors in US markets defy chaos with steady investments in Q2 2025.

Indian investors in the US stock market showed remarkable resilience during Q2 2025, despite trade-tariff shocks, volatility, and geopolitical uncertainty. According to Vested's Q2 2025 Global Investing Report, Indian investors doubled down on US equity markets, with buy volumes rising 20.47% Q-o-Q. Alphabet emerged as a favorite, with a 113% surge in investors on the platform. ETFs became the preferred vehicle for global diversification, with healthcare-focused XLV seeing a staggering 1,087% increase in unique investors.

Indian investors in the US stock market demonstrated remarkable resilience during the second quarter of 2025 (Q2 2025), according to Vested's Q2 2025 Global Investing Report. Despite the "chaos" of trade-tariff shocks, volatility, and geopolitical uncertainty, Indian investors on the Vested platform held steady and even doubled down on their investments [1].

The financial technology company, which enables Indian investors to access the US stock market, reported a 140% growth in assets under management (AUM) to Rs 5,500 crore in Q2 2025, from Rs 2,200 crore the previous year. This growth was driven by a 20.47% quarter-on-quarter (Q-o-Q) increase in buy volumes, reflecting growing confidence in global investing [1].

Amit Kumar, the author of the report, noted that Indian investors displayed "remarkable resilience during the turbulence of Q2 2025." The average portfolio size on the platform crossed Rs 7 lakh, indicating a significant increase in investor engagement [1].

Alphabet Inc. (GOOGL) emerged as a favorite among Indian investors, with a 113% surge in investors on the Vested platform. Other notable stocks that saw significant investor growth included Duolingo (DUOL), Nvidia (NVDA), Tesla (TSLA), and AMD (AMD). The report also highlighted a thematic spread in participation, with microcaps and innovation-led names like Duolingo and healthcare leaders like UnitedHealth Group (UNH) and Novo Nordisk (NVO) seeing substantial growth in investor additions [2].

Exchange-traded funds (ETFs) became the preferred vehicle for global diversification during Q2 2025. The QQQM investor count jumped 131% Q-o-Q, while the SOXX (semiconductors) grew 101%, and the IWM (small-cap ETF) investor base soared 622%. Healthcare-focused XLV saw a staggering 1,087% increase in unique investors, driven by interest in GLP-1 drug makers and AI-led diagnostics [1].

The report noted that Indian investors were not just chasing returns but were building conviction in their portfolios. Even during the tariff-driven selloff in April, many investors trimmed their positions in volatile names like Tesla and Nvidia, only to re-enter later as markets stabilized [1].

In addition to the resilience shown by Indian investors, the report highlighted the growing interest in healthcare majors and niche innovation plays, as well as the diversification of portfolios geographically. With the US dollar down 7% Q-o-Q and divergent central bank policies, Indian investors increased allocations to Europe (VGK), China (FXI, CWEB), and Brazil (EWZ) [1].

The net buy volume exceeded sell by 18.2% in Q2 2025, with the average portfolio size rising 12.6%. New stocks like ASML (up 124% in user growth) and NU Holdings (up 899%) were added by thousands of investors for the first time [2].

The report concluded that Q2 2025 was not about momentum but about method. Indian investors were diversifying portfolios and repositioning during volatility instead of retreating [1].

References:
[1] https://www.business-standard.com/finance/personal-finance/indian-investors-hold-steady-in-us-markets-amid-chaos-in-q2-2025-report-125071500995_1.html
[2] https://www.businesstoday.in/markets/stocks/story/nvidia-alphabet-tesla-amd-apple-top-us-stocks-indian-investors-are-tracking-on-vested-484506-2025-07-14