Aksi jual FPI ancam reli Juni, saham berkapitalisasi menengah berpotensi lanjut menguat

Pasar ekuitas India menghadapi tantangan di bulan Juni di tengah ketegangan geopolitik dan aksi jual oleh investor asing.

Aksi jual oleh investor portofolio asing (FPI) membayangi prospek saham berkapitalisasi besar. Saham berkapitalisasi menengah dan kecil menunjukkan potensi keuntungan yang berkelanjutan seiring langkah investor domestik yang mencari peluang di luar saham unggulan. Para analis menyarankan untuk memanfaatkan penurunan harga di bulan Juni sebagai persiapan menghadapi potensi reli di bulan Juli.

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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.

Dilaporkan oleh AI

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.

Dilaporkan oleh AI

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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