Fii Flows

Emerging markets hit four-year highs, but foreign investors are on a selling spree in India and its market is lagging far behind the global rally

No major outflows despite Trump tariffs and H-1B shock, bullish on FIIs' return, says Samir Arora

FIIs may have pulled out over $15 billion from India this year, but Helios Capital’s Samir Arora believes the country’s resilience against global shocks and domestic tailwinds like GST-led consumption and financial strength could bring flows back

Throwback 2024: How FPI flows and ownership changed in the year gone by

From the ups and downs of foreign investments through 2024, FPIs still ended the year as net buyers of Indian equities. The quantum of buying though, significantly less than the preceding year.

Nomura flags risk of near-term underperformance for Indian equities but sees correction as re-entry opportunity

Nomura sees short-term underperformance risks for Indian equities as investor focus shifts to China, but views this as a temporary correction offering a re-entry opportunity due to India’s strong structural growth story.

FIIs continue selling in power sector in July so far; invest in capital goods, auto, IT and healthcare stocks

FIIs sold around Rs 891 crore in the power sector during the first half of July, following selling worth Rs 2,500 crore in June, Rs 3,042 crore in May, and Rs 834 crore in the second half of April.

Jefferies gives 3 reasons why risk of domestic fund flow reversing is rising

The analysts pointed out that the domestic equity inflows during 2024 are a 'staggering' $7 billion a month (January to May 2024, to date), which would be twice what they were in the previous high and more than 3x as against a year ago.

Sensex tops 71,000, Nifty hits another high; hawkish BoE, ECB fail to break record run

India's dollar-dependent economy will not be impacted much by Bank of England and European Central Bank's hawkish tone, say analysts

Market balanced despite headwinds, says Prabhudas Lilladher. Here are its stock picks

The outcome of state election, foreign flows, commodity prices and trade deficit balance will dictate market momentum in the medium to long term, analysts have said

Moneycontrol Pro Weekender | Great expectations

The markets are uncertain about an impending slowdown in the US, which is why investors are now rushing to emerging markets

Chart of the Day: Foreign investors take passive funds route to Indian equity markets

Bulk of the foreign investments this year are routed through exchange traded funds (ETFs)

China leads in fourth week of emerging market ETF outflows; India gets inflows

India's growing significance as an alternative to China has incentivised investors to shift their focus towards the opportunities that India presents

Nifty breaks out of its range, but is the rally sustainable?

History does not repeat, but it rhymes. Empirical data show the Indian markets tend to do well in the year ahead of a general election 

Why Avendus CEO Andrew Holland sees India catching up on flows in FY24

Holland believes earnings upgrades are likely to begin in the second half of the next fiscal and capital expenditure may also start picking up pace which could drive inflows to India.

Samvat 2079 Roundtable: Those still investing in China are suffering from Stockholm Syndrome, says Helios Capital founder Samir Arora

Foreign investors who had fled China in 2021 are returning in droves this year

Mid-cap, small-cap stocks stay on course to keep the market abuzz

S Ranganathan of LKP Securities sees the rally as a reversal in sentiment and not just a pullback. He feels the worst of the downtrend from the top - 62,000 in Sensex - is over

Budget 2022 is impactful, but private consumption and credit growth remain concerns: Edelweiss’ Financial Services’ Rashesh Shah

Liquidity will begin to tighten in the coming twelve months and he hopes growth will pick up the lag.

Budget Chart of the Day | Will FII flows fuel markets, post-Budget?

In recent years, FIIs lose love for equities ahead of the Budget but make up for it subsequently. Will this year be any different?

Foreign investors turn sellers in May; focus shifts to these 22 FII-heavy stocks

There are as many as 22 stocks on BSE where FIIs hold 40-70 percent stake. These include UPL, NIIT Technologies, HDFC Bank, Bharti Infratel, ICICI Bank and Mindtree

FII pulse: Investors raise stake in 187 companies in Q4, book profits in over 200

Sector rotation is normal and is done to change or rebalance the portfolio, suggest experts

How Indian markets should interpret the US Fed meet minutes

The real interest rate differential is shifting in favour of the US market, making the latter a relatively-attractive destination for the portfolio flows.

India in a structural bull market; like industrials: Edelweiss

There is no doubt that the Indian equity market is in a structural bull market that has the potential to create wealth for investors is the word coming in from Vikas Khemani, President & CEO, Edelweiss Securities.

Mkt consolidating, may see 3-5% upside/downside: Nipun Mehta

Nipun Mehta, Founder & CEO, Blue Ocean Capital Advisors is of the view that market is currently consolidatng and it is possible for the Indian benchmark indices to see a 3-5 percent upmove or down move.

See equity inflows at $25 bn plus this year: Quant

Rishav Dev of Quant is not too worried about the decline in fund flows in September. He says maybe the magnitude of flows has slowed, but it is inflows nonetheless. Moreover, he adds, global factors are in India's favour.

Morgan Stanley sees Sensex at 33900 but conditions apply

Desai expects the Sensex to rally as high as 33900, but with some conditions- the government continues to work on it fiscal consolidation path and the Fed doesn‘t take an disruptive policy action.