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Below the Quote on FII flows 11.01.2026 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited 

"FII investment in early 2026 has begun with the continuation of the trend of the previous year. In 2025 FIIs had net sold equity for Rs 166283 crores impacting the performance of the Indian market and also weakening the rupee by about 5%. At the beginning of 2026 the expectation was that FIIs will turn buyers on improvement in GDP growth and corporate earnings. 

Also the market expectation was that the much delayed US-India treaty will materialise early in the year. But geopolitical developments took a turn for the worse with the US intervention in Venezuela and absence of positive developments on the trade talks. Some negative comments from the US commerce secretary gave the impression that the trade agreement will be further delayed. This impacted the market sentiments and FIIs continued selling by increasing the volume of selling in the last two trading days. The total FII selling ( cash market) through 9th January stood at Rs 11784 crores. The market sentiments have turned so weak that despite DII buying of Rs 17900  crores in January through 9th, Nifty drifted down by 618 points in the week ending 9th January. 

It appears that if FIIs are to turn buyers in India sentiments have to improve with positive developments on US-India trade agreement and uptick in earnings growth.”

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