外国投资者在2025年出售了印度股票的1.52百万卢比,但国内买家抵消了外流,稳定了市场。
Foreign investors sold ₹1.52 lakh crore in Indian stocks in 2025, but domestic buyers offset the outflow, stabilizing the market.
2025年,受高估值、卢比波动和全球变化的驱动,外国投资组合投资者出售了印度股票一亿五千五千二百万卢比,平均每日售出110千克朗,使印度成为全球第二大市场。
Foreign portfolio investors sold ₹1.52 lakh crore of Indian equities in 2025, averaging ₹110 crore daily, driven by high valuations, rupee volatility, and global shifts, making India the second-most sold market globally.
尽管如此,国内机构投资者还是购买了创纪录的7.21万亿卢比,稳定了市场。
Despite this, domestic institutional investors bought a record ₹7.21 lakh crore, stabilizing the market.
大帽增长近10%,小帽下降7%。
Large-caps rose nearly 10%, while small-caps fell 7%.
外国证券投资降低了对信息技术和不动产的接触,但增加了电信和能源的持有量。
FPIs reduced exposure to IT and realty but increased holdings in telecom and energy.
分析家们预计FII的销售会进一步有限,理由是基本面强、SIP流入强劲、27财政年度收入前景改善,而印度的MSCI重量则上升到15.8%。
Analysts expect limited further FII selling, citing strong fundamentals, robust SIP inflows, and improving earnings outlook for FY27, while India’s MSCI weight rose to 15.8%.