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Foreign Investors Log Record 2025 Exit From Indian Stocks, Selling Persists Into Late December

Rupee weakness plus higher developed‑market yields redirected foreign money from equities to Indian debt.

Overview

  • Provisional NSE data show FPIs sold a net Rs 317.56 crore on Friday, marking a fourth straight day of outflows, while DIIs bought Rs 1,772.56 crore.
  • Depository figures put 2025 net FPI equity outflows near Rs 1.58 lakh crore, the highest on record, with December turning decisively negative.
  • FPIs allocated over Rs 59,000 crore to Indian debt this year, supported by global index inclusion under the Fully Accessible Route and attractive yields.
  • Nifty closed at 26,042.30 and Sensex at 85,041.45 as trade stayed range‑bound into the year’s final sessions with thin volumes.
  • Analysts cite a strong dollar, higher US bond yields, rupee depreciation, trade frictions and stretched valuations as key drivers, with a potential 2026 inflow recovery linked to earnings and currency stability.