地政学的緊張と海外投資家による売り越しを受け、インド株式市場は6月に厳しい局面を迎えている。
外国人ポートフォリオ投資家（FPI）の売り越しが、大型株の先行きに影を落としている。一方、国内投資家が優良株以外の銘柄に機会を求めていることから、中小型株には上昇が続く可能性がある。アナリストは、7月の上昇相場を見越して、6月の調整局面を押し目買いの好機とするよう示唆している。
外国人投資家の売りで6月の株価上昇に陰り、中型株は堅調推移の可能性
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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.
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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.
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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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