FPI Buying Focused on Financials and Chemicals in June – Foreign Portfolio Investors showed strong interest in Financial Services, infusing ₹4,685 Cr during the first half of June 2025. Chemicals also attracted ₹1,405 Cr, reflecting a preference for defensive and globally integrated sectors. Oil & Gas and Capital Goods saw over ₹1,190 Cr each, indicating continued faith in core infrastructure themes. Realty, Services, Textiles and Media saw moderate inflows.
Heavy FPI Selling in FMCG & Power – FMCG led FPI outflows in early June with net selling of ₹3,626 Cr, likely due to high valuations and rural demand concerns. Power saw outflows of ₹3,120 Cr amid global yield volatility. Consumer Durables (₹1,893 Cr), IT (₹1,713 Cr) and Consumer Services (₹1,461 Cr) also saw pressure, indicating reduced appetite for rate-sensitive sectors. Telecom, Construction Materials and Metals & Mining faced smaller withdrawals.
FPI Sell-Off Resumes After Two-Month Relief – After reversing their selling streak with inflows of ₹4,223 Cr in April and ₹19,860 Cr in May, FPIs turned net sellers again in the first half of June 2025, offloading ₹5,401 Cr from equities. This retreat signals renewed caution amid global yield pressures and valuation concerns. On a year-to-date basis, FPIs have pulled out a massive ₹97,892 Cr from Indian equities, making 2025 one of the most volatile years for foreign flows.
FPI Debt Outflows Surge Amid Yield Volatility – FPIs also turned aggressive sellers in the Indian debt market, withdrawing a massive ₹27,063 Cr in the first half of June — the highest fortnightly debt outflow in 2025. This contrasts with their YTD debt inflows of ₹9,584 Cr, indicating rising concerns over global rate dynamics and currency stability. The sharp reversal could put pressure on bond yields and the rupee if the trend sustains.
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