Industry Newsfii flowsequity marketsgenerative ai
Domestic Investors Cushion Indian Equities Amid FII Outflows
6.2
Veteran investor Manishi Raychaudhuri says persistent FII selling over roughly the last 18 months has been offset by steady domestic institutional inflows, notably about $3 billion monthly via SIPs. He notes valuations cooled since September 2024 (premium down from 87% to about 35–36%), but falling consensus EPS (down ~4.5% over six months) keeps FII flows subdued.
Key Points
- 1Report domestic systematic inflows of about $3 billion monthly offsetting roughly 18 months of FII selling
- 2Explain FIIs prefer North Asian markets due to stronger AI-led capex and lower geopolitical risk
- 3Advise investors to favor private banks, industrials, and consumption; avoid Indian IT amid AI-related margin pressure
Scoring Rationale
Actionable sector guidance and concrete inflow data drive score; limited novelty and single-source commentary constrain impact.
Sources
Public references used for this report.
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