Saturday , November 23 2024

FII outflow and war situation are the major challenges of Samvat 2081 for the market.

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MUMBAI: In terms of returns, BSE Sensex and NSE Nifty would have provided more than 23 per cent returns in 2080 but the latter half of 2080, i.e. in October, was hit by global geopolitical tensions and massive inflows by foreign institutional investors (FIIs). There was a sale. Indian stocks have weakened investor sentiment.

Under the influence of over Rs 1 lakh crore of FII cash flows into Indian equities, over the period till 2024, we are now entering Samvat 2081, when FII outflows, geopolitical tensions, softening corporate earnings, inflation and high Interest rates are being seen in opposite directions in the country's stock markets.

Samvat 2080 started from 12 November 2023. From November, 2023 to October 28, 2024, FIIs have made a net sale of Rs 194,423.41 crore in Indian equity cash.

Sales of more than Rs 1 lakh crore have been seen in the current month alone. The economic recovery being witnessed in China is considered to be the main reason for the massive outflow of FIIs from India. An analyst said these outflows are likely to continue in Samvat 2081 as well.

If its economy improves due to the recently announced stimulus by the Chinese government, the outflow of foreign investors could be higher in 2081.

Except for banks and IT companies, the results for the second quarter of 2025 are weak, the impact of which can be seen in the future. Due to the high price of crude oil, inflation in the country has not yet reached the expected level of four percent. Conflict between Israel and Iran. The analyst said that if the blockade happens, it will also have an adverse impact on Indian equities in Samvat 2081.