Quote on FPI Inputs 19th Sept 2025 by Shrikant Chouhan, Head Equity Research, Kotak Securities
Below the Quote on FPI Inputs 19th Sept 2025 by Shrikant Chouhan, Head Equity Research, Kotak Securities
Q) The amount/reason for outflow/inflow (1st Sep to 19th Sep 2025).
FIIs continued to be net cash sellers to the tune of Rs. 10,962.39 crore as of Sep’25 (Till date).
Q) How is the future FPI flow expected to be?
Global markets were driven by (1) positioning around the US Fed cutting rates by 25 bps and (2) news-flows around global AI capex/deals. Domestic equity markets continue to be driven by expectations of improving consumption in the coming months. On the macro front, (1) August CPI inflation was at 2.1% (July: 1.6%), (2) core inflation (CPI excluding food, beverages and fuel) remained steady at 4.1%, (3) goods exports in August increased 6.7% yoy and (4) services trade surplus in August was broadly stable at US$16.6 bn. FPI flows are expected to remain volatile.
Q) How are other emerging markets performing?
FPI flows in Sep’25 till date were mixed for all key emerging markets. India, Brazil, Malaysia, South Korea, and Taiwan witnessed inflows of US$29 mn, US$277 mn, US$78 mn, US$5003 mn, and US$8743 mn, respectively. However, Indonesia, the Philippines, Thailand, and Vietnam witnessed outflows of US$645 mn, US$28 mn, US$103 mn, and US$481 mn, respectively.
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