Quote on FII 14.09.2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on FII 14.09.2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
"FIIs continued selling in September with a sell figure of Rs 11169 crores up to 13th ( NSDL). With this the total selling for 2025 stands at Rs 182109 crores. Higher valuations in India vis a vis other markets like China, Hong Kong and South Korea have nudged FIIs to sell in India and buy in cheaper markets. This strategy has worked so far this year since these cheaper markets have hugely outperformed India in 2025 till date.
Going forward, FIIs are likely to reduce their selling and may even turn buyers since there are indications of a turnaround in the Indian market. India’s GDP growth has rebounded strongly in Q1 and the reforms - Budget tax cuts, rate cuts by the MPC and GST rationalisation- have the potential sustain the growth momentum. Even though earnings growth will be modest in the 8 to 10 percent range in FY26, there is a high likelihood of above 15 percent earnings growth in FY27. The market will soon start discounting this, paving the way for a rally taking the Nifty to a new record this year itself. In such a scenario FIIs are likely to turn buyers in India."
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