Les ventes des investisseurs étrangers menacent le rebond de juin, tandis que les moyennes capitalisations pourraient progresser

Les actions indiennes font face à un mois de juin difficile sur fond de tensions géopolitiques et de ventes étrangères.

Les ventes des investisseurs de portefeuille étrangers assombrissent les perspectives des grandes capitalisations. Les actions de moyenne et petite capitalisation montrent un potentiel de gains continus alors que les investisseurs nationaux recherchent des opportunités au-delà des valeurs sûres. Les analystes suggèrent d'acheter lors des baisses en juin pour anticiper un éventuel rebond en juillet.

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Overseas investors cut back sharply on selling Indian stocks during June as improving global conditions lifted sentiment. Outflows approached their lowest levels since December 2025. Domestic buyers continued to provide steady support to the market.

Rapporté par l'IA

Global investors cut their holdings in India's financial services sector during the second half of May, though at a slower pace than earlier in the month. They sold shares worth ₹5,181 crore in the period. FPIs stayed net sellers overall despite inflows into other areas.

Foreign investors bought Indian financial stocks worth more than 14,000 crore rupees in the second half of June. The purchases marked their highest level in the sector during that period and turned overseas investors into net buyers of Indian equities.

Rapporté par l'IA

Foreign inflows into Indian government securities have begun to slow following a strong June increase tied to index inclusion hopes. Narrowing yield spreads with the US and concerns about the rupee are key factors behind the shift.

 

 

 

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