FPI Buying Spree in Early May 2025– Financials, Infra & Energy in Focus: Foreign investors turned selectively positive in early May, infusing over ₹17,570 Cr into Indian equities. The lion’s share went to Financial Services (₹4,728 Cr), followed by strong allocations to Capital Goods (₹2,233 Cr), Oil & Gas (₹2,130 Cr) and Services (₹1,762 Cr). Auto, Telecom and Chemicals also saw steady inflows, indicating preference for domestic cyclical and infrastructure plays.
FPI Selling in First Half of May 2025 – Defensive & Real Assets Witness Outflows: Despite select inflows, FPIs exited defensives like FMCG (₹1,057 Cr), Healthcare (₹606 Cr) and Consumer Durables (₹622 Cr). Realty and Power too saw selling of ₹842 Cr and ₹720 Cr respectively.
FPIs Turn Steady Buyers Since Mid-April; Debt Sees Continued Outflows: Foreign Portfolio Investors infused ₹12,873 Cr into Indian equities in the first half of May, extending their buying streak that began on April 15th. Remarkably, they have been net buyers on 20 out of 21 trading sessions, accumulating a total of ₹56,770 Cr since April 15, with strong focus on financials and capex themes. However, the debt segment witnessed an outflow of ₹6,311 Cr, likely due to rising U.S. bond yields and profit-booking in Indian fixed income instruments.
FPI AUC Rises Sharply in First Half of May 2025, Driven by Equity Gains – In the first half of May 2025, Foreign Portfolio Investors’ Assets Under Custody (AUC) rose to ₹78.06 Lakh Cr, up from ₹75.72 Lakh Cr in April, marking a robust monthly increase of ₹2.34 Lakh Cr.
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