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Below the Quote on FII flows 28th Feb 2026 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

“FIIs have been buyers on most days in February in a clear shift in their investment strategy towards India. As per NSDL data the total FPI investment through exchanges in February through 27th  stood at Rs 19782 crores. Additionally FPIs had invested Rs 2832 crores through the primary market taking the total investment in February through 27th  to Rs 22614 crores. ( Source NSDL) 

There are variations in sectoral investments in February. FPIs had sold heavily in IT stocks due to the Anthropic shock and the continuing weakness in this segment. But they were buyers in financial services and capital goods. 

The conflict in the Middle East has triggered a risk on situation in financial markets. It remains to be seen how the conflict will evolve and impact crude and currency markets. 

FIIs are likely to wait and watch how things evolve before making further commitments in emerging markets. 

The improving GDP growth and bright prospects for corporate earnings in India in FY27 augurs well for FII flows. Largecaps valuations are fair warranting investment. The AI triggered disruptions in the IT industry have created loss of confidence in IT stocks resulting in big selling in this segment. Money is moving towards financials, capital goods and automobiles."

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