Foreign Portfolio Investors (FPIs) remain cautious on Indian equities. After steady outflows in July–September 2025, a brief inflow in October proved short-lived, as selling resumed in November. Flow Snapshot July–Sept 2025: FPIs withdrew over ₹60,000 crore, led by exits in IT, Financials, and Healthcare. October 2025: ₹14,600 crore came in, driven largely by IPO participation. November 2025: Early data shows renewed selling of around ₹12,000 crore. Sector View IT & Financials: Heavy outflows amid global tech slowdown and valuation concerns. Healthcare & FMCG: Profit booking continued through September. Metals & Capital Goods: Attracted selective inflows backed by domestic demand optimism. What’s Driving It Global risk-off sentiment, high valuations, and rising U.S. yields kept foreign investors defensive. October’s inflow was mainly IPO-driven, not broad-based buying. Outlook FPIs are rotating towards domestic cyclicals while trimming exposure to export-linked sectors. Sustained inflows may return only when global stability improves and valuations cool further.

VEDL

INFY

ICICIBANK

#EquityResearch#MacroViews#Miscellaneous#PersonalFinance#PsychologyofMoney

1,088 likes·67 comments