Mumbai: Despite the US and Pakistan’s uncertainty over the war situation and tariffs, foreign portfolio investors (FPIs) have stopped purchasing foreign funds and after being a buyer for 16 consecutive days, they are now pure sellers in Indian stock markets.
After investing more than $ 6 billion in Indian shares in 16 consecutive trading sessions from April 15, FPI has also sold shares worth Rs 477 crore on 13 April 2025. On the other hand, DII-Ghrelu institutional investors have again appeared as a big buyer.
FPIs have been continuously buying shares since US President Donald Trump announced a 90 -day delay in tariff. NSDL data showed that FPI sold shares worth $ 281.0 million on 9 May 2025.
However, on May 12, the FPI was a net buyer of shares worth Rs 1.50 crore. 1246 crores On Tuesday, May 13, a net sale of Rs 1,000 crore was done on Tuesday 13 May. 477 crore by FPI.
Significantly, since mid -April, Sensex and Nifty have increased by more than 10 percent. The Indian rupee has also weakened against the US dollar due to recent rise and purchases of foreign funds. The fourth quarter corporate income season has also been disappointing overall.
Kotak Institutional Equities registered an increase of just 4.8 percent year after year in the Nifty 50 income. The growth that has been observed has been limited to areas like consumer, IT and capital goods. Of course, the evaluation at a comprehensive level is indicating danger. Many areas, including banks and telecommunications, are currently trading on full evaluation.
If the evaluation in medium and small capital segments increased and the results of companies remained disappointing, then the risk of rating downgrade is seen to be increasing.
The latest report by Burstein has estimated an income increase of 15 per cent for NSE 100 companies in FY 2026. While the NSE 200 has been estimated to increase by 14 percent. The margin 126 for NSE 200 is estimated to be increased to 15.5 per cent. The results of the fourth quarter have been weak overall, now the income increase for FY 2026 is estimated at 10 to 12 percent.
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