Checking the Real Money Flow, by FIIs, sector wise this year till July 2026

 * Checking the Real Money Flow (NSDL Data): Looking at actual monthly foreign investor data (NSDL data) is better than relying on rumors or stories because it shows where real money is moving. The data shows that market trends change quickly rather than following one simple story.

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* Capital Goods (Machinery, Equipment, Construction):
* Overall: This remains one of the strongest sectors overall, with full order books, plans to spend money on growth, and consistent foreign buying for much of the year.
* Monthly shifts: It was the only sector foreign investors bought during the March 2026 Middle East crisis ($343M) and saw strong buying again in April ($455M). However, by July 2026, foreign investors reversed course and sold Capital Goods to move money into safer sectors.

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* Healthcare and Power (Unpredictable Flow):

* Both sectors have strong long-term stories, but foreign money constantly flips back and forth.

* Healthcare: Sold off heavily in April (losing $737M for the full month), but bounced back as a top buy in July.
* Power: Was one of the few sectors bought in mid-April (+$584M for the full month), but became a lagging sector by July.
* Because investors keep switching between buying and selling them, these sectors lack consistent foreign support.
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* IT Services, Consumer Goods (FMCG), and Financials (Heavy Selling):
* Foreign investors have consistently pulled money out of IT and FMCG throughout 2026 (for example, IT lost $445M in April).
* Financial Services took the biggest hit during the April sell-off, losing over $2 billion (about 40% of all foreign money leaving the market).

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* Automobiles (Good Sales, Bad Investor Mood):
* Auto companies are showing strong current sales, but foreign investors are steadily selling the stock (e.g., selling $397M in early April).
* This happens because foreign investors are looking ahead to next year. They expect sales to slow down soon, so they are selling now rather than riding out today's good numbers.
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* Month-by-Month Shifting (April vs. July):
* Foreign investors radically changed their strategy between spring and summer.
* In April, investors focused on buying Power and Capital Goods while dumping Healthcare.
* By July, investors did the exact opposite: they bought defensive stocks (Healthcare, Consumer items, Metals, Realty) and funded those purchases by selling off Capital Goods, Telecom, Power, and Autos.

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