Pune Stock：Indian stock market drumming flowers： Overseas investors sell large -scale, domestic retail investors are the highest in 2021

Indian stock market drumming flowers: Overseas investors sell large -scale, domestic retail investors are the highest in 2021

A recent research report of UBS reveals a trend of the Indian stock market: foreign investors are withdrawn large -scale capital, and the net buyers of domestic retail investors are close to 2021 historical highs.The report analyzed the flow of funds in the first quarter, pointing out that Indian families, as the main purchasing power, invested a total of about 16.4 billion US dollars, approaching the peak of last year.These funds are largely withdrawn from foreign investors to withdraw from the market, withdrawal of about $ 9.1 billion.In addition, the issuance of new shares in the first quarter also brought a net increase of 4.4 billion US dollars to the market, including the first public offering (IPO) of $ 1 billion.Pune Stock

The emotions of retail investors are more optimistic. Since March 2024, they have increased the index bullishness and demented nets.On the contrary, the attitude of foreign investors tends to be cautious, and during the same period, the net multi -header of index options was added.So far, the MSCI India index has risen by 9.3%, which is better than the MSCI emerging market index of 7.4%.

Studies also show that retail investors have continued to stabilize through specific investment products (SIPS), but direct investment activities have weakened.In the past seven quarters, retail investors directly purchased stocks plus non -SIPS channels to enter the common fund, which almost stagnated, and the inflow of SIPS was still firm.EssenceIn March 2024, retail investors prefer large -scale stocks and small and medium -cap stocks, as well as financial stocks and public business stocks, while reducing holdings of IT and energy stocks.

On the other hand, the net sales of foreign investors reached US $ 6.1 billion in the first quarter, and the $ 4.4 billion has been sold since March, forming a huge contrast with the Flow of 14.8 billion US dollars in 2023.The proportion of foreign investment in the Indian stock market has fallen to the lowest in 11 years, and the proportion of emerging market funds to India has also dropped to the lowest in five years.In the past year, foreign capital has reduced the active allocation of financial and industrial sectors, and at the same time reduced the low -equipped positions of information technology and consumer goods sectors.

UBS emphasizes that the main promoter of the high valuation of the Indian stock market is the continuous inflow of family funds, although the fundamental performance of the enterprise is mediocre.The importance of family funds is that they are highly sensitive to bank deposit interest ratesNagpur Investment. The current slowdown in low savings and deposit growth may prompt the deposit interest rate to rise, and the risk exposure of families in the financial market has reached 20%of financial assets.Ignore.Indian stock market drumming flowers: Overseas investors sell large -scale, domestic retail investors are the highest in 2021Jaipur Stock!

Varanasi Investment