FPI Update: June mein hui Zabardast Entry, July mein Thoda Change
June 2025 mein foreign investors ne India ke equity market mein Rs 14,590 crore invest kiye. Yeh teesra mahina tha jab lagaatar investment hui. Global liquidity conditions sudhar rahi thi, geopolitical tensions kam ho rahe the, aur Reserve Bank of India (RBI) ne bhi rate cut kiya tha, jisse market ko support mila.
July mein Kya Hua?
Lekin, July ke first week mein foreign portfolio investors (FPIs) net sellers ban gaye aur Rs 1,421 crore nikaal liye. Depositories ke data se yeh pata chala.
Aage Kya Hoga?
Vaqarjaved Khan, Senior Fundamental Analyst, Angel One, ka kehna hai ki FPI flows near term mein choppy reh sakte hain. Tariff deadline developments aur US data volatility ki wajah se aisa ho sakta hai. Unhone yeh bhi kaha ki FPI ki buying Q1FY26 ke results par depend karegi. Agar results mein earnings recovery dikhti hai, toh yeh positive hoga. Lekin agar disappointment hoti hai, toh market aur flows par asar pad sakta hai.
Experts ki Raay
V K Vijayakumar, Chief Investment Strategist, Geojit Investments, ne kaha ki FPIs ki buying Q1FY26 ke results indications par depend karegi. Agar results earnings recovery dikhate hain toh yeh achha hai. Lekin agar disappointment hoti hai toh market par impact pad sakta hai.
Pichle Mahino ka Record
June mein FPIs ne Rs 14,590 crore ka net investment kiya. Isse pehle May mein Rs 19,860 crore aur April mein Rs 4,223 crore ka investment hua tha. Lekin isse pehle March mein Rs 3,973 crore, February mein Rs 34,574 crore, aur January mein Rs 78,027 crore nikaale gaye the.
2025 mein Ab Tak ka Haal
Iske saath, FPIs ka outflow 2025 mein ab tak Rs 79,322 crore ho gaya hai.
Market Sentiment
Himanshu Srivastava, Associate Director, Manager Research, Morningstar Investment, ne kaha ki June 2025 mein FPIs ka stance cautious tha lekin improve ho raha tha. Unhone kaha ki mahine ki shuruaat mein equity markets se notable outflows dekhe gaye, jiski wajah se US bond yields, trade tensions, overvalued Indian stocks aur geopolitical environment kharab ho raha tha.
Lekin, mahine ke second half mein sentiment badal gaya kyunki global liquidity conditions sudhar gayi, geopolitical tensions kam ho gaye, RBI ne rates cut kiye, rupee strong hua, aur oil prices stable ho gaye.
Sectors ka Performance
June ke second half mein FPIs financials, autos aur auto components, aur oil and gas sectors mein buyers the, jabki capital goods aur power mein sellers ban gaye.
Debt Market
Doosri taraf, FPIs ne debt general limit se Rs 6,121 crore aur debt voluntary retention route se Rs 6,366 crore nikaale.
