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Below the Quote on FII flows 29thNovember 2025 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"There is no evidence of a trend reversal in FPI flows. FIIs were buyers in some days and sellers in some other days recently. This is an indication that FII flows may change when the circumstances change. And, there are indications of changes. On 27th November both Nifty and Sensex set new records after a long wait of fourteen months. Improved corporate earnings in Q2 and prospects of further improvements in Q3 and Q4 have buoyed up the sentiments. The consensus market view is that 15 to 16 % earnings growth is achievable in FY27. 

The Q2 GDP growth at 8.2% has surpassed all estimates by a wide margin. This smart pick up in growth despite the Trump tariffs indicates a robust economy which can deliver around 7.2% growth in FY26. The standout performance is the 9.1% growth in manufacturing and the 7.3% growth in Gross Fixed Capital Formation. The 7.9% growth in consumption expenditure indicates  revival of consumption, which, in turn, can revive investment demand in the economy. 

On the back of these macro trends the market can move up further. The macro numbers are are a shot in the arm for bulls. This has the potential to halt sustained FII selling and force them to turn buyers in India.

Up to 29th November FIIs sold equity for Rs 15659 crores and bought equity for Rs 11894 crores through the primary market. The optimistic new market mood and the impressive GDP numbers warrant a change in FII strategy."

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