
Jhaveri Securities Ltd
June 19, 2025 at 03:41 PM
📊 *FPI Sectoral Activity Snapshot (Apr–Jun 2025)*
Tracking Foreign Portfolio Investment (FPI) flows reveals sharp rotation across sectors.
✅ *Top inflow sectors (June till 15th)*:
Financial Services, Oil & Gas, and Chemicals saw renewed interest.
🚫 *Top outflows (June till 15th)*:
FMCG, Power, and Consumer Durables faced sustained selling pressure.
🔍 In *May, inflows (~₹19,860 Cr)* surged, possibly boosted by RBI’s *50 bps repo rate cut* and *100 bps CRR cut*
By *mid-June, flows reversed (~₹5,400 Cr outflow)*, likely due to:
• Global growth concerns
• Fed’s rate-cut pause
• Middle East tensions (Israel–Iraq)
📌 *Sectoral insights*
*Construction*: ₹5,327 Cr inflow in May → ₹224 Cr outflow (June)
*Consumer Durables*: ₹7,972 Cr inflow in May → ₹1,893 Cr outflow
*Services*: Slowed from ₹7,972 Cr to ₹403 Cr
💬 *Ahead of earnings season, do you see this as tactical rotation or a shift in long-term preference?*
