Foreign Investors Portfolio

Institutional investors wary of midcap valuations, regulatory risks, and global cues; manufacturing seen as key investment theme

The five-year bond is also trading 15 bps below the policy repo rate of 6 per cent, the deepest inversion in 11 years

In the US, foreign-domiciled funds withdrew $10 billion from effectively reversing inflows seen in April, as per Elara Capital

While global funds marked their first weekly purchase of local stocks in 2025 last week, they have been big sellers this year

Part of the reason for the long-term underweight has been that many investors preferred China's cheaper and dynamic market, while entry and exit costs for funds can be high in India

Enter for the long haul as the US economy and market could witness turbulence in the months ahead

Nifty 12-month forward PE is around 23 per cent below peak. Indian equities should find support from robust earnings outlook owing to strength in the domestic economy.

Foreign investors pump in Rs 51,000 cr; near-term flows to hinge on rupee, bond movements

Between 2011-12 and FY22, the market value of FPI holdings had increased at an annualised rate of 16.5 per cent in local currency terms and a modest 11.5 per cent in US dollar terms

The change in their stance, analysts said, stems from the hope that the global central banks, especially US Fed may go soft on rate hikes as inflation cools off over the next few months.

As inflationary pressures unbind, corporate earnings growth will draw level, says Vinit Sambre, head-equities, DSP Investment Managers

Decision comes after requests from foreign players; scope of existing licence was restrictive, say primary dealers

Giving up the board seat allows Wolf to sell GameStop shares for his investors without restrictions to meet redemption requests

In Europe, over 30 million people in Germany, France, the UK, Spain, and Italy have applied for state support, while first quarter 2020 data indicates that the eurozone economy contracted by 3.8%

In the previous month, FPIs had withdrawn a record amount of over Rs 1.1 trillion on a net basis from the Indian markets

This is also the highest withdrawal ever since the FPI data was made available on National Securities Depository Ltd.

The tax rate for dividends in the hands of foreign portfolio investors is now 20 per cent, in addition to surcharge and cess. Dividends paid to DR holders, on the other hand, are taxable at 10%

In her second Budget presentation, the finance minister said certain government securities will be open for foreign investors

While debt is an important source of funds for the Indian economy, investors - especially foreign investors - have to navigate through various complexities associated with taxation of debt investment

The single-window system is likely to have representatives from both the Centre and state governments, the official said