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#NIFTY #FIISelling #THREAD
UNPOPULAR View : How Much More can FPIs Sell in India ?
(1) Latest FII holding in India is now at 17.9% which is almost a decade low.
(2) They appear to have sold in excess of Rs 2 Trillion in this 2022 alone…
BUT…
UNPOPULAR View : How Much More can FPIs Sell in India ?
(1) Latest FII holding in India is now at 17.9% which is almost a decade low.
(2) They appear to have sold in excess of Rs 2 Trillion in this 2022 alone…
BUT…
(3) absolute value of FII holdings is $611bn, which is still at almost all time high (just off from recent peak of $650bn)…
(4) the absolute value in 2019 end was $430bn….
(5) Essentially, FIIs have Barely Sold 5-7% of their Holding in India
And the Rationale to SELL
(4) the absolute value in 2019 end was $430bn….
(5) Essentially, FIIs have Barely Sold 5-7% of their Holding in India
And the Rationale to SELL
(7) India has done very well. The MSCI India is up +25% in 2021 and only 10% YTD 2022 whereas MSCI China was down -25% in 2021 and -22% in YTD 2022
(8) EM sand APAC is largely a CHINA Story. This point is just so under appreciated
(8) EM sand APAC is largely a CHINA Story. This point is just so under appreciated
