fireboltt Posted by FIIFlowTracker (2 hrs ago) Nov FII equity sell Rs 3,788 cr so far, YTD Rs 1.44L cr out. But primary mkt buys Rs 11.5k cr. With rupee 89.5, expect $10B inflows Q1 2026 on Fed cuts. Largecaps safe – add HDFC/ICICI on dips to 1,500/1,200?
fireboltt Reply by OutflowBear (1 hr ago): Tariffs + high valns causing. But DIIs Rs 25k cr in – market resilient. Feb Budget relief.
fireboltt Reply by InflowOptimist (30 mins ago): Underweight FIIs = catch-up buy. Nifty PE 20x fwd justified on 13% FY26 EPS.