Jhaveri Securities Ltd
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?*
Image from Jhaveri Securities Ltd: 📊 *FPI Sectoral Activity Snapshot (Apr–Jun 2025)*  Tracking Foreign P...

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