Skip to playerSkip to main content
Foreign Portfolio Investors (FPIs) are selling heavily in India’s listed stock market—but their money may not be leaving India. In September 2026, FPIs sold nearly $4.8 billion worth of listed equities, while investing around $1 billion in the IPO market. This video explains the changing FPI investment pattern and why foreign investors are shifting from existing listed stocks to new IPO opportunities. We look at valuation concerns, global market factors, portfolio rotation, growth opportunities and why IPOs may offer FPIs a more attractive entry point. So far in 2026, India has seen 96 IPOs, with 34 occurring in September alone. From January to September, FPIs invested $5.9 billion in the primary market, while withdrawing $33.7 billion from listed equities.

क्या Foreign Portfolio Investors यानी FPIs भारत से पैसा निकाल रहे हैं? सितंबर 2026 के आंकड़े एक अलग तस्वीर दिखाते हैं। FPIs ने listed equities से करीब $4.8 billion यानी लगभग ₹45,500 करोड़ की बिकवाली की, लेकिन इसी दौरान IPO market में करीब $1 billion यानी ₹9,676 करोड़ का निवेश किया। इस वीडियो में समझिए कि Foreign Investors का पैसा भारत से बाहर जाने के बजाय listed stocks से IPO market की तरफ क्यों shift हो रहा है। FPI investment pattern में यह बदलाव क्यों आया है और इसके पीछे valuation, growth opportunities, global factors और portfolio rotation की क्या भूमिका है। 2026 में अब तक 96 IPOs आ चुके हैं, जिनमें 34 IPOs सिर्फ September में आए। वहीं January से September के बीच FPIs ने primary market में $5.9 billion invest किया, जबकि secondary market से $33.7 billion का outflow रहा।

#FPI #IPO #StockMarket #ForeignInvestors #ShareMarket #IndianStockMarket #FPIOutflow #IPO2026

~PR.474~ED.472~GR.508~HT.178~VG.HM~

Category

🗞
News
Transcript
00:00We are asking a few months from the wrong questions.
00:02Do we need to know when we are going to buy it?
00:05They will not say that.
00:07Today, the foreign portfolio investors
00:09understand the investing pattern of investors.
00:12In fact, the FPI money is in the bazaar,
00:14but its address is the same way.
00:19The FPI is running away from India,
00:21which is listed stocks.
00:23Where are we?
00:25The IPO market.
00:26Yes, the FPI is listed stocks in the IPO market.
00:31Now, there is an interesting paradox.
00:35In this video, we will try to decode on this video
00:38and tell you what is happening in the bazaar.
00:41One way, the FPI, foreign portfolio investors
00:44is a large amount of investors.
00:47In September, they have listed equities
00:49of 4.8 billion dollars,
00:52which is roughly 45,500 crore.
00:54But in those months,
00:57they have in the IPO market
00:581 billion dollars,
01:00which is 9,676 crore.
01:03Now, this is clear.
01:04Foreign investors,
01:05who are not taking the money from India.
01:08They are just listing listed stocks,
01:11and will shift their new IPOs.
01:14Now, the question is,
01:16why is this happening?
01:18Is there something that is listed market
01:20that is not getting in the IPOs?
01:21And will this trend
01:21that will continue?
01:23On the two questions,
01:24we will discuss a little detail
01:25on the details.
01:26But first,
01:27some numbers must be clear.
01:29Some data must be clear.
01:31September data tells us
01:33that the FPI has
01:34in the primary market,
01:35the IPO market,
01:361 billion dollars,
01:38invested in the IPO market.
01:39But in that period,
01:40secondary market,
01:41or listed stocks,
01:42they have 4.8 billion dollars
01:44to sell.
01:46This is the biggest
01:47outflow for April 2026.
01:51If we talk about April 2026,
01:54the FPI's listed stocks
01:56of listed stocks,
01:566.7 billion dollars.
01:58Now,
01:59there is one thing
02:00that is very necessary.
02:01When we say
02:02that the FPI outflow,
02:04people often think
02:05that foreign money,
02:07which means
02:07foreign money,
02:07foreign money,
02:08foreign money.
02:11But September data
02:12is not saying that
02:13that the FPI's
02:14put in the IPO's
02:14also in the IPO's.
02:16That means,
02:16their money from
02:17the Bazaar
02:18did not go out
02:19from another segment.
02:20The other segment
02:21has shifted.
02:23Now,
02:23in the list of stocks,
02:25there is a few
02:26half of the IPO's
02:27subscriptions.
02:28Now,
02:29let's talk about
02:29another scenario.
02:30That is the IPO rush.
02:33In 2026,
02:34there are 96 IPOs.
02:38In this case,
02:39there are 34 IPOs,
02:4034 IPOs,
02:41just in September.
02:42In this case,
02:43there is only one IPO
02:44in one month.
02:45This is not just
02:46coincidence.
02:48Companies know
02:49that if they
02:50will take the IPO
02:51then they will
02:52save the latest
02:52audited financials
02:55This is why
02:57the IPO filing
02:57and launch
02:58will be found
02:58in September.
02:59But this is not
03:00just compliance.
03:02In the market,
03:03there is liquidity,
03:04investors have
03:04interest,
03:05and the FPI's
03:06are also active
03:06in the primary market.
03:08So,
03:09the companies
03:10have the right time
03:12to raise their IPO
03:12capital.
03:14Now,
03:15in October,
03:15this price
03:16could be
03:17because
03:18the companies
03:19will be
03:19and after
03:20the quarter's
03:21audited financials
03:23will be
03:23prepared.
03:24However,
03:25the IPO's
03:26has also been
03:26in October.
03:28Now,
03:30the first question
03:30the first question
03:31of the FPI's
03:33IPO's
03:34investment
03:34is
03:36listed stock
03:37from the
03:38IPO's
03:38and
03:38the first question
03:41is
03:41growth access.
03:42In the IPO's
03:43investors have
03:44such companies
03:44which
03:45was not publicly
03:46listed.
03:47Many times,
03:48these companies
03:48have
03:49improved
03:49business model,
03:50growth,
03:51sector level
03:51opportunity.
03:53Now,
03:54the second question
03:54is
03:55valuation.
03:56Some IPO's
03:57listed
03:57pairs
03:58are
03:58relatively
03:58attractive
03:59pricing.
04:00If they
04:05launch
04:07IPO's
04:08attractive
04:08prices
04:09are
04:09listed
04:10market
04:11then
04:12some
04:12quality
04:13stock
04:13can be
04:14elevated
04:15or
04:16a little
04:16bit
04:16expensive.
04:19Now,
04:22the third question
04:23is
04:23market impact.
04:24In the secondary
04:25market,
04:25if
04:26a
04:26stock price
04:27can be
04:27different
04:31but
04:31in the IPO
04:33market
04:33allocation
04:34is
04:35different.
04:35the
04:37stock price
04:39will
04:39be
04:39immediate
04:40impact.
04:41For
04:42the
04:42market
04:43is
04:43controlled
04:44entry
04:45point.
04:49But
04:50one
04:51question
04:51listed
04:53stock
04:53selling
04:53why
04:54are
04:56listed
04:57stocks
05:04so
05:05in
05:05some
05:05sectors
05:06and
05:06stocks
05:06are
05:07expensive.
05:09FPI's
05:10profit
05:10booking
05:11and
05:11global
05:13factors
05:14US
05:15bond
05:15dollar
05:16movement
05:16global
05:17risk
05:17appetite
05:18and
05:18emerging
05:18markets
05:19attitude
05:21this
05:23FPI's
05:23flows
05:24affect
05:27portfolio
05:28rotation
05:29not
05:30whole
05:31in the world
05:33investment
05:33and
05:33other
05:34countries
05:35investment
05:36if
05:37any
05:37market
05:38better
05:38risk
05:39reward
05:39this
05:40is
05:40a big
05:43current
05:44IPO
05:47opportunity
05:48which
05:49is
05:50not
05:51that
05:51India
05:52has
05:52negative
05:52view
05:53this
05:54rotation
05:54is
05:55a
05:55rotation
05:55of
05:55new
05:56opportunities
05:57and
06:00new
06:01companies
06:01and
06:02new
06:02companies
06:03invest
06:03the
06:12$5.9
06:14billion
06:14invest
06:15but
06:16the
06:16listed
06:17stock
06:18was
06:18$33.7
06:20billion
06:21in the
06:22primary
06:24market
06:25$5
06:26billion
06:26and
06:27secondary
06:28outflow
06:29was
06:29$22.7
06:31billion
06:31in the
06:34FPI's
06:35IPO
06:35market
06:35and
06:35listed
06:39equities
06:40selling
06:40from
06:40last
06:41to
06:41more
06:41than
06:41the
06:43FPI's
06:44in
06:44India
06:44growth
06:46story
06:46is
06:46not
06:48existing
06:49listed
06:50universe
06:51and
06:51new
06:52listing
06:53market
06:53opportunities
06:54are
06:55more
06:55active
06:55in
06:57October
06:58in
07:02October
07:03IPO
07:04will
07:04increase
07:05because
07:05companies
07:06will
07:06make
07:06the
07:07will
07:07be
07:07the
07:08be
07:08more
07:10the
07:12will
07:32be
07:33guaranteed
07:34for
07:35this
07:35is
07:35for
07:38retail
07:39investors
07:39are
07:41not
07:42blindly
07:43IPO
07:44business
07:44model
07:45valuation
07:46promoter
07:47background
07:47sector
07:48outlook
07:48listing
07:49price
07:49discipline
07:50market
07:50this
07:51is
07:51the
07:52stock
07:53market
07:56market
07:57in
07:58September
07:59IPO
07:591
08:00billion
08:00dollar
08:00in
08:03India
08:05pretty
08:05negative
08:06sentiment
08:06not
08:06but
08:07a
08:07rotation
08:08trade
08:08is
08:08as
08:09as
08:09as
08:10as
08:10as
08:10as
08:10as
08:10as
08:10as
08:11as
08:11as
08:11as
08:11as
08:12as
08:14as
08:14as
08:14as
08:15as
08:15as
08:15only listed market from the expensive valuation.
08:19The answer is in the next few months.
08:22Bazaar!

Recommended