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2026-01-09 05:45:42 pm | Source: Kotak Securities Ltd
Quote on FPI Inputs by Shrikant Chouhan, Head Equity Research, Kotak Securities
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 Jan to 8th Jan 2026).

FIIs continued to be net cash sellers to the tune of Rs.8,017.51crore as of Jan’26 (Till date).

Q) How is the future FPI flow expected to be?

Global equity markets continued to witness a risk-on rally, while Indian markets widely underperformed. Global market performance was driven by (1) geopolitical events in Venezuela, (2) continued optimism on AI and (3) improving earnings growth expectations in the US for Q4CY25. Indian markets priced in (1) increasing trade and disruption risks based on news-flows and (2) a tepid Q3FY26 earnings season. On the economy front, the NSO estimated FY26 real GDP growth at 7.4%, implying 6.9% growth in 2HFY26. FPI flows are expected to remain volatile.

 

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