BUZZ-FPIs' India allocation at 2-yr low on growth, earnings and trade woes, BofA says

Reuters
02-19
BUZZ-FPIs' India allocation at 2-yr low on growth, earnings and trade woes, BofA says

** FPIs' funds allocation to India at two-year low, according to a survey of fund managers by BofA Securities

** Due to weak earnings, slowing domestic growth and global trade certainty, global fund managers are 19% net underweight on Indian markets, second lowest in APAC after Thailand

** FPIs have sold shares worth $12.3 billion so far in 2025, inching closer to $16.5 billion selloff seen in all of 2022, which was the highest foreign outflows from India in at least a decade

** India's Nifty 50 .NSEI down 13% from record highs in late September and trading 3% lower in 2025

** Broader smallcaps .NIFSMCP100 and mid-caps .NIFMDCP100 down 21.4% and 17.3% from record highs in December and September, respectively

** Stronger valuations in markets such as China and Korea could also keep foreign investors away from India, says Sat Duhra, portfolio manager on Asia ex-Japan equity team at Janus Henderson Investors

Asia Pacific market sentiment of fund managers https://reut.rs/4gNdw4x

(Reporting by Bharath Rajeswaran in Bengaluru)

((bharath.rajeswaran@thomsonreuters.com; +91 9769003463;))

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10