FIIs sold Rs.1.11 lakh Crores worth of Shares in March So far. What does it means?
29th March 2026
FIIs sold Rs.1.11 lakh Crore worth of Shares in March So far. What does it means?
Dear Fellow Investors,
Jai Hind! I was just checking the FIIs figures for the month of March. As per Moneycontrol.com – it was Rs.1.11 lakh Crores till 27th March. Now the last day is Monday. If you see these figures in perspective the total selling of March is equal to the selling of the last 4 months - NOVEMBER 2025 to FEBRUARY 2026. What made them sell so much?
Overall Selling in South Eastern Emerging Markets: -
In the month of march overseas investors have sold USD 52 billion worth of Shares in Asian emerging markets excluding CHINA. This is not a correction in the market. This is the largest monthly outflow from the markets on record. To put things in perspective this outflow is 49% than the COVID time outflow and this is more than 148% higher than UKRAINE – RUSSIA war in June 2022.
The hardest hit are Taiwan / India and South Korea.
There is no conspiracy in the above countries. Their heavy dependency on the OIL imports is the reason. India imports close to 88% of the oil we need. If oil stops - this is dangerous for the industrial activities in the respective countries. The main reason is OIL brings unpredictability in the industrial performance – resulting in the unpredictability of returns. FIIs are not in a mood to take that risk. So, while USD / INR made a new high of close to Rs.95 – they are still selling. This is the reason ASIAN COUNTRIES as a whole are suffering. All Oil Importing countries are having bad times while Oil exporting countries are having a gala time.
If you hear MODI JI’s address in the PARLIAMENTS houses – his body language was indicating that the coming time may bring more challenges.
Let us learn from HANUMAN JI in RAMAYAN in this situation:-
Hanuman was sent to find out about SITA JI. While he was crossing the sea – NAG MATA SURSA came up. She had a boon that if she stops somebody – that person can’t go ahead without her permission.
HANUMAN did not know about the same. So, he increased his size. SURSA increased more than him. He increased more – so SURSA increased even more. This kind of thing went on for some time.
When HANUMAN JI understood the power of HER – he used his BRAIN and became tiny. He went into her mouth and came out. He said – MATA – I fulfilled your wish – please allow me to go. She allowed it.
The current time is not the time to show your power. It's time to use our brain.
What is MODI JI doing?
Modi ji is the only leader in the WORLD at this moment who can talk to TRUMP – IRAN – RUSSIA – CHINA and all the middle eastern countries with ease. He is not fighting. He is using the brain like HANUMAN JI and finding a way in the current situations.
Our oil supply is not stopping. The cost is moving up but we are getting the oil. We have a buffer of 60 days and we are maintaining the situations in the best possible ways – compared to our neighbouring countries.
The WAR will stop for sure as the USA is losing billions. The USD will lose value in the coming time. It means INDIA will emerge as the least affected country in the coming time.
I am sure FIIS will change their mind at that time for sure and come back to India in tons. Look at our institutions – they bought shares worth Rs.1.28 lakh crores in the month of MARCH so far. I will not be surprised if things change earlier than expected.
What NEXT?
The above post – we are sharing the ground realities for FIIs thought process. They are 100% right in their moves.
But I know - MODI HEY TO MUMKIN HEY. Things are stable for India and will become better in the coming time for sure.
As a normal investor – let us use our brains and find out the least affected pockets of the industry for investments. I am sure there are many.
Follow me on Twitter @hiteshmparikh / WhatsApp - +91-9869425399.
Learn a Lesson. Live with Passion & Invest with Reason.
Hitesh Parikh.
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