Says investors should focus on sectors and stories that could benefit from the current macroeconomic environment
The exodus of FPIs from the Indian equity markets continues as they pulled out Rs 21,272 crore in the first two weeks of this month, driven by global tensions after the US imposed tariffs on imports. This came following a net outflow of Rs 78,027 crore in January. With these, the total outflow by FPIs has reached Rs 99,299 crore -- near Rs 1 lakh crore -- in 2025 so far, data with the depositories showed. Going forward, V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services, believes that reversal of FPI strategy will happen when the dollar index moves down. According to the data, Foreign Portfolio Investors (FPIs) offloaded shares worth Rs 21,272 crore from Indian equities so far this month (till February 14). Market concerns heightened as US President Donald Trump imposed new tariffs on steel and aluminum imports and announced plans for reciprocal tariffs on several countries, Himanshu Srivastava, Associate Director-Manager Research, Morningstar Investment ...
India records the highest FPI equity sales among EMs
Stock prices aligned better with foreign portfolio investors (FPIs) than individual investors during the December quarter
At the end of December, DIIs had a share of 16.9% compared to 17.2% of FPIs
US-based Whirlpool Corporation's plan to sell a 31 per cent stake in its domestic unit, Whirlpool of India, triggered a sharp selloff
Nifty below 23k, over Rs 9 trillion mcap eroded; MTD FPI selling tops Rs 64k crore
Tax authority says provision will be outside the purview of PPT in respective DTAAs
The benchmark BSE Sensex declined by 6.5 per cent between January and August 2013, after rising 29 per cent between December 2011 and January 2013
Despite tightening disclosure requirements for foreign portfolio investors (FPIs), with new thresholds for reporting investments, the rate of FPI onboarding has accelerated
Foreign investors were net sellers of FAR securities in October and November, driven by lower-than-expected growth in the second quarter of the current financial year
Market regulator plans to double the threshold to Rs 50,000 crore
The Sensex ended the session at 77,620, a decline of 528 points, or 0.7 per cent
Market Outlook 2025: As we enter 2025, here are some of the risks and challenges that the Indian markets could face in 2025 going ahead
SBI-SG Global Securities Services on Friday settled a case related to an alleged violation of FPI (foreign portfolio investors) rules and other regulatory norms with Sebi by paying Rs 29.25 lakh towards settlement charges. SBI-SG Global Securities Services Pvt Ltd (applicant) is a Sebi-registered designated depository participant (DDP). The order came after SBI-SG Global Securities Services submitted a settlement application, requesting for settlement of the adjudication proceedings under the Sebi's settlement regulations. "In view of the acceptance and the compliance of the settlement terms by the applicant, the instant adjudication proceedings initiated against the applicant (SBI-SG Global Securities Services) vide show cause notice dated May 08, 2024, is disposed of in terms of the settlement regulations," Sebi's chief general manager and adjudicating officer N Hariharan said in the order. The Securities and Exchange Board of India (Sebi) had undertaken an inspection of the SBI-
After a robust 2023, foreign investors significantly scaled back their investments in Indian equities in 2024, with net inflows amounting to over Rs 5,000 crore, as elevated domestic valuations, coupled with geopolitical uncertainties prompted investors to adopt a more cautious stance. Looking ahead to 2025, FPI flows into Indian equities could see a recovery, supported by a cyclical upswing in corporate earnings, particularly in domestic-oriented sectors like capital goods, manufacturing, and infrastructure, Vinit Bolinjkar, Head of Research, Ventura Securities, said. However, elevated valuations and cheaper alternatives in other emerging markets, such as ASEAN and Latin America, could constrain these inflows. Additionally, lingering concerns over a prolonged global recession may weigh on investor sentiment and appetite for risk assets, he added. On the other hand, Feroze Azeez, Deputy CEO at Anand Rathi Wealth Ltd, believes geopolitical escalations, central bank interest rate cut
The report further said India's growth trajectory is poised to lift in the second half of 2024-25, driven mainly by resilient domestic private consumption demand
Both indices below 200-DMA; equity investor losses mount to Rs 18.4 trn in 5 days
Starting January, Bloomberg will include India's bonds in its indices which is expected to further boost inflows in debt.
Concerns about US President-elect Donald Trump's policies and their impact on emerging market flows are also troubling investors