Quote on FII flows 22nd Nov 2025 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on FII flows 23rd Nov 2025 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
"There is no discernible trend in FII activity even though FIIs reduced sustained big selling and even turned buyers on a few days in November. The total FII sell figure for November up to 22nd, stood at Rs 15243 crores.
The long-term trend of FII buying/investing through the primary market continues with an investment of Rs 11454 crores, so far in November. For 2025, till now, total FII sell figure through exchanges stands at Rs 209444 crores. And the total buy figure for the primary market stands at Rs 65747 crores. ( Source for all data: NSDL)
The underperformance of India vs other markets had accelerated the momentum sell trade in India and buy trade in other markets, particularly those like US, China, Taiwan and South Korea which are widely regarded as the beneficiaries of the ongoing AI trade. However, the recent sharp correction in Nasdaq, particularly in AI-related stocks, have reinforced the bubble concerns in AI stocks.
Going forward, FII selling is likely to decline due to the fading of the AI trade and the improving prospects for Indian equities. Corporate earnings in India are likely to gather momentum going into Q3 results season and accelerate in CY 2026. Combination of these factors have the potential to reverse the FII outflows. Expectations of Nifty touching new highs soon and an imminent trade deal between the US and India can bring the FIIs back into the Indian market."
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