Quote on FPI Inputs by Shrikant Chouhan, Head Equity Research, Kotak Securities
Below the Quote on FPI Inputs by Shrikant Chouhan, Head Equity Research, Kotak Securities
Q) The amount/reason for outflow/inflow (1st July to 17th July 2025).
FIIs continued to be net cash sellers to the tune of Rs. 17,330 crore as of July ’25.
Q) How is the future FPI flow expected to be?
While macro data remained supportive, most large-cap. IT services companies disappointed versus estimates. On the macro front, 1) June CPI inflation moderated to 2.1% (May: 2.8%), 2) the goods trade deficit in June narrowed from May levels to US$18.8 bn, led by a sharp fall in oil and gold imports, and 3) the services trade surplus remained steady at US$15.3 bn. FPI flows are expected to remain volatile.
Q) How are other emerging markets performing?
FPI flows in July’25 till date were mixed for all key emerging markets. India, Brazil, Indonesia, Malaysia, and the Philippines witnessed outflows of US$406 mn, US$620 mn, US$382 mn, US$142 mn, and US$23 mn, respectively. S.Korea, Taiwan, Thailand, and Vietnam witnessed inflows of US$1232 mn, US$5207 mn, US$87 mn, and US$473 mn, respectively.
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