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Consumer services, healthcare, durables drive FPI reversal in July

Consumer services, healthcare, durables drive FPI reversal in July
Consumer services, healthcare, consumer durables drive FPIs fund reversal in July · thehansindia.com

Some grown-ups who invest money from other countries are called foreign investors.

In July, these investors put a lot of money into companies in India — about 20,199 crore rupees.

That is a big change from June, when they were selling and taking money out.

They especially liked companies that sell everyday services and things people use at home, like consumer durables.

They also bought shares of hospitals and medicine companies.

To pay for these, they sold shares of companies that build big machines, telecom networks and cars.

This is called a defensive move, because the investors want safer choices that keep making money even when the world economy is shaky.

A report says people in India are spending more on things they enjoy, like travel and shopping.

Last year, household spending in India grew by 7.7 per cent, which is why foreign investors are betting on Indian households instead of big building projects.

Key facts

FPI inflows in July 2026
Rs 20,199 crore
FPI outflows in June 2026
Rs 49,341 crore
Top inflow sector
Consumer services, Rs 10,201 crore
Healthcare inflows
Rs 7,755 crore
Consumer durables inflows
Rs 7,342 crore
Largest outflow sector
Capital goods, Rs 6,275 crore
Private consumption growth in FY26
7.7 per cent
Consumption share of GDP in FY26
61.5 per cent

Quotes

Vallum Capital report

Financial research firm analyzing FPI flows

“Foreign money is backing India’s household, not India’s capex cycle. FPIs are not betting on India’s capex story or infrastructure push—they are buying discretionary consumption and healthcare, sectors where earnings visibility is higher and global macro risks matter less.”
thehansindia.com

Sources

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