Disconnect between FII sales, outflows 









 

Sudhanshu Ranade 


Chennai, Dec. 22 Data on sales and purchases by FIIs are available on SEBI's 
Web site the very next day. On the other hand, as a matter of policy, Balance 
of Payments (BOP) data on the money that FIIs bring into the country and take 
out of it, are made available only at quarterly intervals, three months after 
the end of each quarter.

Since the two sets of data are rarely tallied, the feeling persists that FII 
money which leaves the market simultaneously exits the country as well; even 
though BOP data consistently shows that this is simply not true. 

With the exception of the 'harvest' in January/March 2008, in all other 
quarters from April 2007 to June 2008 (the latest quarter for which BOP data 
are available), BOP outflows were much lower than SEBI sales. Amounts varying 
between Rs 14,000 and Rs 39,000 crore seem to have been retained by FIIs for 
ploughing back into the market, both when it was rising and when it was 
falling. Correspondingly, except for January-March 2008, FII purchases reported 
by SEBI are greater than FII inflows in all other quarters. 

The point is that, faced with a market that is fluctuating wildly while 
simultaneously testing ever new lows, investors should keep BOP figures for the 
recent past in mind while interpreting SEBI figures for FII transactions 
between July and November 2008.

http://www.thehindubusinessline.com/2008/12/23/stories/2008122351310600.htm

Deeds, like seeds, take their own time to fructify.

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