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Showing posts with the label Indian equities

FIIs pump Rs 23,778 cr into Indian stocks in May. Is more buying seen ahead?

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[hfe_template id='11223'] [ad_1] Foreign Institutional Investors (FIIs) have continued their buying spree in Indian equities, with purchases amounting to Rs 23,778 crore through May 16, 2025. This comes after a notable shift in FII strategy in April, where they reversed their selling stance and recorded net purchases of Rs 4,243 crore. The data was highlighted by Dr. VK Vijayakumar, Chief Investment Strategist at Geojit Investments Limited, who observed a marked change in FII behavior during the second quarter of 2025. Dr. VK Vijayakumar, Chief Investment Strategist at Geojit Investments, pointed out that “FIIs who were sellers in the first three months of 2025, having sold equity for Rs 116,574 crores during this period, turned buyers in April with buy figure of Rs 4,243 crores.” The buying momentum, according to him, has accelerated further in May, driven by easing geopolitical tensions and stabilizing macroeconomic conditions. “This change in FII strategy from selling...

Swiggy, Eternal, Jio Financial allure HNI investors even as Nykaa, Premier Energies lose charm

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[hfe_template id='11223'] [ad_1] In a quarter marked by market jitters, Trump tariff tantrums, and valuation vertigo, India’s high net-worth individuals (HNIs) showed they’re not shy about taking bold bets but they’re also not afraid to pull the plug. Data from Prime Database reveals that HNIs poured over Rs 760 crore into battered Swiggy shares, Rs 248 crore into Eternal (earlier known as Zomato), Rs 342 crore into Jio Financial Services during the March quarter, even as they aggressively exited darlings like Nykaa and Premier Energies. This frenzy of rotation wasn’t without broader implications: the total value of HNI holdings in NSE-listed companies fell by a staggering Rs 1.02 lakh crore, dropping to Rs 8.07 lakh crore as of March 31, 2025, an 11.27% plunge from the previous quarter, according to the data. Their shareholding by value shrank to 1.98% from 2.09% in just three months. The numbers clearly suggest that HNIs used the quarter to book profits and rotate capi...

Smallcaps say 'Thank you Trump' as over 100 stocks log double-digit weekly gains. Will this sustain?

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[hfe_template id='11223'] [ad_1] Indian equities bounced back with venom in the holiday-shortened week, which had just three trading sessions. The rally was mainly driven by the pause in reciprocal tariffs by US President Donald Trump. During the week, the benchmark Sensex gained over 4% and the resurgence spread even into the broader market. The surge in small caps comes as a relief to many investors, who have been sitting on heavy losses due to the correction and which have been reeling under the pressure for months before Trump hit a pause on tariffs. The BSE Smallcap 250 index rose 4.2%, as a result of this, in one of the rare instances this year, over 100 smallcap stocks logged double-digit weekly gains. Seven of them offered returns of over 20%. Mercury Ev-Tech (29%) was the top gainer in the smallcap pack, followed by Cupid (23%), Goldiam International (21%) and Shaily Engineering Plastics (21%). In the mid-cap segment about 7 stocks gained in double-digits with ...

FPIs offload Indian stocks worth Rs 30,015 crore in first fortnight of March

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[hfe_template id='11223'] [ad_1] Selling of Indian equities by the Foreign Portfolio Investors (FPIs) continued in the first fortnight of March where they sold shares worth Rs 30,015 crore. The total FII selling in this year so far has been at Rs 1,42,616 crore. In January, FPIs sold shares worth Rs 78,027 crore and followed it up with a sell-off amounting to Rs 34,574 crore in February. Friday was a trading holiday on account of Holi festival. On Thursday, the Foreign Institutional Investors (FIIs) sold Indian equities worth Rs 793 crore while the Domestic Institutional Investors (DIIs) were net buyers at Rs 1,724 crore. Live Events Commenting on the existing FII/FPI trends, expert V K Vijayakumar, who is Chief Investment Strategist at Geojit Financial Services that the intensity of selling is slowly declining as valuations are becoming reasonable though the trend of FII selling in India continued in early March, too. "The FPI outflows from India have been mainly g...

FPIs sell Rs 24,753 crore in March amid market jitters, but outflows slow down

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[hfe_template id='11223'] [ad_1] Foreign Portfolio Investors (FPIs) have continued their selling spree in Indian equities in March, with total equity outflows amounting to Rs 24,753 crore as of March 7, taking the total to Rs 137354 crore in CY25 so far. However, the pace of selling appears to have slowed down slightly in recent sessions, according to market experts. Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services, noted that while the trend of FII selling in India continued in early March, there are now signs of slight decline in the intensifying in the last couple of days. Despite this, cumulative FPI equity outflows for 2025 have already reached over Rs 1.30 lakh crore, reflecting a sustained risk-off sentiment among foreign investors. The continued outperformance of Chinese equities has been a key factor diverting FPI flows from India. “Chinese stocks have seen big buying triggered by attractive valuations and expectations from the recen...

FPIs net sell Indian equities worth Rs 34,574 crore in February. Can trends reverse in March?

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[hfe_template id='11223'] [ad_1] Foreign Portfolio Investors (FPIs) were net sellers of Indian equities in February and sold shares worth Rs 34,574 crore during the month. So far in 2025, they have offloaded shares worth Rs 1,12,601 crore. On Friday, the FIIs sold Indian equities worth Rs 11,639 crore, recording their worst single-day sell-off in February. In the 20 trading sessions, they were buyers on just two instances -- on February 18 when they had bought domestic shares worth Rs 4,786.6 crore and on February 4 when they purchased shares worth Rs 809.2 crore. In January, the FII were net sellers at Rs 78,027 crore. "Elevated valuations of Indian equities, alongside concerns about corporate earnings growth, have led to a sustained outflow of foreign portfolio investments (FPIs). The earnings reports for the third quarter of fiscal year 2025 have been modest, indicating an atmosphere of uncertainty. Revisions to forward earnings have struggled, with downgrades ou...

Geoff Dennis may tentatively rebuild positions in India amid growth prospects

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[hfe_template id='11223'] [ad_1] Citing improving economic fundamentals and a more stable currency outlook, independent emerging markets commentator Geoff Dennis, in an interaction with ETNow expressed his intent to gradually rebuild positions in India. Despite a challenging start to the year for Indian equities, Dennis believes the market presents a compelling opportunity for long-term investors. Dennis acknowledged that India’s high valuations and a weaker-than-expected GDP number contributed to the recent downturn. However, he expects economic growth to recover, supported by monetary and fiscal measures. “You have now got real interest rates, which are around 200 basis points, so there is scope maybe for more rate cuts eventually from the RBI. You got a tax cut coming through as well,” he explained, suggesting that these factors could create a more favorable investment climate. He added that the stability of the Indian rupee in the face of potential dollar strength is...

FPIs withdraw Rs 4,285 cr in 3 trading sessions amid high valuations, global headwinds

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[hfe_template id='11223'] [ad_1] Foreign investors pulled out Rs 4,285 crore from Indian equities in the first three trading days of the month driven by apprehensions ahead of the third-quarter earnings season and high valuations of domestic stocks. This came following an investment of Rs 15,446 crore in the entire December, data with the depositories showed. The shift in sentiment comes amid global and domestic headwinds. "FPIs are likely to continue selling as long as the dollar remains strong and US bond yields offer attractive returns. The dollar index at around 109 and the 10-year bond yield above 4.5 per cent are significant deterrents to FPI flows," V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services, said. According to the data, Foreign Portfolio Investors (FPIs) offloaded shares worth Rs 4,285 crore from Indian equities in the first three trading sessions of the month (January 1 to 3). The uncertainty among foreign investors is ...

Drop by drop, indices in deep water

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[hfe_template id='11223'] [ad_1] Mumbai: Indian equities stretched losses to the sixth straight session on Monday. Overseas investors accelerated sales of stocks and spirited buying support from domestic institutions failed to stem the slide. The sell-off in mid-cap and small-cap stocks was sharper on Monday as individual investors-among their biggest holders-grew nervous about prospects in the wake of the market's losing spree, the longest in a year. The NSE Nifty fell 0.87% or 218.85 points to close at 24,795.75. The BSE Sensex declined 0.78% or 638.45 points to close at 81,050. Both indices have slid nearly 5.3% in the past six days. The last time the Sensex and Nifty fell for six days in a row was in October 2023. Agencies DIIs Pump in ₹13,245 crore The six-day losing streak has eroded India's market capitalisation by ₹40 lakh crore to ₹452 lakh crore.Foreign portfolio investors (FPIs) dumped shares worth ₹8,293 crore on Monday, taking their total sales th...

FPIs pump Rs 33,700 cr in equities in Sep amid US rate cut, domestic market resilience

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[hfe_template id='11223'] [ad_1] Foreign investors have injected close to Rs 33,700 crore in domestic equities in this month so far primarily due to interest rate cut in the US and resilience of the Indian market. This also marks the second highest inflow in a month in this year so far, the last one being in March, when Foreign Portfolio Investors (FPIs) infused Rs 35,100 crore, data with the depositories showed. Going ahead, the trend of FPIs buying is likely to continue in the coming days, V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services, said. According to the data with the depositories, Foreign Portfolio Investors put in a net investment of Rs 33,691 crore into equities this month (till September 20). With this, FPIs investment in equities reached Rs 76,572 crore so far this year. Since June, FPIs have been consistently buying equities. Before that, they pulled out funds to the tune of Rs 34,252 crore in April-May. In September, FPIs remained...

ET Explainer: How Fed’s more-than-expected rate cut will impact markets

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[hfe_template id='11223'] [ad_1] The US Federal Reserve cut interest rates for the first time in more than four years citing lower inflation expectations and a slowing jobs market. A look at what it means for investors and Indian equities: What is the significance of the Fed's interest rate cut? The Fed's higher-than-expected rate cut of 50 basis points on Wednesday was the first since March 2020, marking the end of the central bank's monetary tightening cycle. It is also considered the start of the rate-easing cycle worldwide. The consensus on Wall Street is that the Fed may further reduce rates by another 50 basis points in two instalments of 25 basis points each in 2024. Though the American central bank's interest rate moves are entirely aimed at boosting its economy, they tend to have implications for economies, markets and assets worldwide. What will be the impact of Fed rate cuts on various markets? Interest rate cuts in the US tend to be most posit...