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Below the Quote on FII investment 08th November 2025 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"While October witnessed net FII buying of Rs 3902 crores, November has started with FIIs turning sellers on every trading day, so far. The net FII sell figure through exchanges in November up to 8th, stood at Rs 13367 crores. This takes the total FII sell figure for 2025, so far, to a massive Rs 207568 crores. This largely explains the underperformance of India, relative to other major markets this year. 
It is important to understand a significant feature of the FII activity this year. FIIs, particularly the hedge funds, are selling in India and buying in other markets which are driven by AI trade. US, China, South Korea and Taiwan are regarded as AI winners while India is widely regarded as an AI loser. This perception is hugely influencing the FPI action in the ongoing global rally driven by AI trade. The problem, however, is that AI valuations have reached elevated levels and further rallies from here run the risk of a bubble burst. This realisation is dawning on investors widely now. This may restrain sustained FII selling in India. If, along with this realisation, India’s earnings growth continues to improve, FIIs are likely to turn buyers. But this may take time."

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