Arus keluar asing dari ekuitas India melambat di bulan Juni

Investor luar negeri mengurangi aksi jual saham India secara signifikan selama bulan Juni seiring membaiknya kondisi global yang mengangkat sentimen pasar. Arus keluar mendekati level terendah sejak Desember 2025. Pembeli domestik terus memberikan dukungan yang stabil bagi pasar.

Investor luar negeri mengurangi aksi jual ekuitas India secara signifikan pada bulan Juni, dengan arus keluar yang mendekati level terendah sejak Desember 2025. Penurunan harga minyak mentah dan meredanya ketegangan geopolitik, terutama setelah adanya kesepakatan awal antara AS dan Iran, meningkatkan sentimen pasar.

Investor portofolio asing masih mencatatkan posisi jual bersih sepanjang tahun ini. Investor domestik melanjutkan tren beli yang kuat, memberikan dukungan krusial bagi pasar.

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BSE trading floor during Sensex and Nifty rally on US-Iran ceasefire relief, with cheering traders amid rising indices and cautious expressions over fragile peace.
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Indian markets rally on US-Iran ceasefire relief but caution persists

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Indian equity benchmarks Sensex and Nifty posted their strongest single-day gains in years on Wednesday, driven by a US-Iran ceasefire that eased oil prices and inflation fears. The market capitalization of BSE-listed companies rose by ₹16.1 lakh crore. However, Asian stocks turned cautious as the ceasefire showed signs of fragility.

Foreign portfolio investors sold shares valued at ₹64,761 crore in the first half of June, marking the highest monthly outflow since March. The selling was led by financial services and oil and gas sectors amid rising oil prices.

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Foreign investors continued to sell Indian financial stocks in the first half of May, pulling out ₹17,960 crore. The moves reflect worries about tighter banking margins and reduced attractiveness versus other emerging markets.

Equity mutual fund inflows dropped sharply in May to a 12-month low. The decline came amid concerns over the West Asia conflict. Systematic Investment Plan flows stayed largely steady.

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Retail investors put ₹38,440 crore into equity mutual funds last month, a modest decline from March levels. The dip occurred amid uncertainty over oil prices and lower SIP collections.

Indian stock markets staged a significant rebound on Wednesday, fueled by hopes for peace in West Asia and falling oil prices. The NSE Nifty and BSE Sensex climbed substantially during the day, though some gains moderated by the close. Sectoral indices ended higher across the board amid cautious investor sentiment.

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Indian benchmark indices Sensex and Nifty closed nearly 6% higher for the week, snapping a six-week losing streak after a ceasefire between the US and Iran. Both indices rose 1.2% on Friday. Investors adopted a risk-on approach amid reduced volatility.

 

 

 

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