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After a brief pause in October, foreign portfolio investors have resumed selling, pulling out a net Rs 12,569 crore from Indian equities so far in November amid weak global cues and risk-off sentiment. This follows a net inflow of Rs 14,610 crore in October, which had come after consecutive months of outflows -- Rs 23,885 crore in September, Rs 34,990 crore in August, and Rs 17,700 crore in July, according to data from depositories. The renewed selling trend, which has continued on every trading day of November so far, has contributed to India's underperformance compared with other major markets this year, said VK Vijayakumar, Chief Investment Strategist at Geojit Financial Services. He noted that a key feature of FPI activity in 2025 has been the divergence in flows, with hedge funds selling in India while buying in markets perceived as beneficiaries of the AI-driven rally, such as the US, China, South Korea, and Taiwan. "India is currently being viewed as an AI-underperformer, an
The Supreme Court on Thursday said it would hear on October 14 TMC MP Mahua Moitra's plea to mandate public disclosure of ultimate beneficial owners and portfolios of alternative investment funds (AIFs), foreign portfolio investors and their intermediaries in India. The plea came up for hearing before a bench of Justices B V Nagarathna and R Mahadevan. Advocate Prashant Bhushan, appearing for Moitra, said they have filed the reply received from the Securities and Exchange Board of India (SEBI) on the detailed representation made by the petitioner on the issue. The top court on April 1 asked Moitra to make a detailed representation to the SEBI on the issue. Bhushan said they have also filed their response to the reply received from SEBI last month. "You amend your writ petition," the bench said. Bhushan, while referring to the prayer made in the plea, said the SEBI's response to the representation does not answer the problem. He said amending the petition was not necessary as the
Foreign investors pulled out Rs 12,257 crore (USD 1.4 billion) from Indian equities in the first week of September, weighed down by a stronger dollar, US tariff concerns, and persistent geopolitical tensions. This came following a net outflow of Rs 34,990 crore in August and Rs 17,700 crore in July. With this, the total outflow by Foreign Portfolio Investors (FPIs) in equities reached Rs 1.43 lakh crore so far in 2025, data with the depositories showed. In the coming week, FPI flows are expected to be driven by US Fed commentary, US labour market data, RBI rate cut expectations and its stance on rupee stability, Vaqarjaved Khan, Senior Fundamental Analyst, Angel One, said. "While near-term volatility may persist, India's structural growth story, policy reforms, such as GST rationalisation, and expectations of an earnings revival could bring FPIs back once global uncertainties ease," Himanshu Srivastava, Associate Director - Manager Research, Morningstar Investment, said. Market ..
Foreign investors pulled out Rs 34,993 crore (around USD 4 billion) from Indian equity markets in August, making it the sharpest sell-off in six months, weighed down by US tariffs on Indian exports and pricey domestic valuations. The withdrawal was nearly double the Rs 17,741 crore outflow recorded in July. With this, the total outflow by Foreign Portfolio Investors (FPIs) in equities reached Rs 1.3 lakh crore mark so far in 2025, data with the depositories showed. Market experts believe that withdrawals were triggered by a combination of global and domestic factors. The latest withdrawal was the sharpest since February, when FPIs dumped Indian equities worth Rs 34,574 crore. "The announcement of steep US tariffs of up to 50 per cent on Indian exports dented sentiment significantly, raising concerns over India's trade competitiveness and growth outlook," Himanshu Srivastava, Associate director - Manager Research, Morningstar Investment, said. "At the same time, corporate earnings
Foreign investors offloaded Indian equities worth nearly Rs 21,000 crore in the first half of August, pressured by US-India trade tensions, lacklustre first-quarter corporate earnings, and a weakening rupee. With this, the total outflow by Foreign Portfolio Investors (FPIs) in equities reached the Rs 1.16 lakh crore mark so far in 2025, according to data with the depositories. The FPI activity will be influenced by the action on the tariff front ahead. The recent easing of tensions between the US and Russia, coupled with the absence of fresh sanctions, suggests that the proposed 25 per cent secondary tariff on India is unlikely to take effect after August 27, a clear positive for the market, Vaqarjaved Khan, CFA - Senior Fundamental Analyst, Angel One, said. Also, S&P has upgraded India's credit rating from BBB- to BBB, a move that could further boost FPIs' sentiment, he added. According to the depositories data, foreign portfolio investors (FPIs) withdrew a net sum of Rs 29,975 .