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Money Flow in Indian Markets: Need for more data disclosure for better insights
For the past 15-20 years, everyday, market participants look upon the NSE website for the following data. This data helps in understanding flows into Indian Equity Market by Institutional Investors
For the past 15-20 years, everyday, market participants look upon the NSE website for the following data. This data helps in understanding flows into Indian Equity Market by Institutional Investors
The data was a big deal way back 20 years ago but is the relevance same today?
Maybe or maybe not. In 2003, we were unfolding into a bull market after a 3 year downtrend and Nifty was in 3 digits. In 2020, Nifty was trading in 5 digits in the Q1.
So what exactly should we expect?
Maybe or maybe not. In 2003, we were unfolding into a bull market after a 3 year downtrend and Nifty was in 3 digits. In 2020, Nifty was trading in 5 digits in the Q1.
So what exactly should we expect?
Following are the few types of FIIs investing in India:
1)Hedge Funds
2) Foreign MF& #39;s / AMC& #39;s
3) Sovereign Wealth Funds
4) Pension Funds
5) Trusts
6) Endowments
7) University Funds
8) ETF
9) Sub Accounts /P-Notes
10) Foreign Insurance Companies.
Do we get breakup of FII data?
1)Hedge Funds
2) Foreign MF& #39;s / AMC& #39;s
3) Sovereign Wealth Funds
4) Pension Funds
5) Trusts
6) Endowments
7) University Funds
8) ETF
9) Sub Accounts /P-Notes
10) Foreign Insurance Companies.
Do we get breakup of FII data?
Similarly Indian Institutional investors can be categorised into following sections
1) AMC& #39;s (Data Available)
2) Private/Public Insurance Companies
3) Private/Public Bank Treasuries
4) AIF& #39;s
5) PMS
6) Corporate Treasury
7) Broker Proprietary Book
Do we get breakup of DII data?
1) AMC& #39;s (Data Available)
2) Private/Public Insurance Companies
3) Private/Public Bank Treasuries
4) AIF& #39;s
5) PMS
6) Corporate Treasury
7) Broker Proprietary Book
Do we get breakup of DII data?
One last piece which call complete the jigsaw puzzle is the gross buy/sell figure of Retail (individual PAN Card holders).
Reason for non availability of such break up of Data:
Some say its done so to maintain secrecy of client trades.
Agreed. But who needs the stock wise data?
Reason for non availability of such break up of Data:
Some say its done so to maintain secrecy of client trades.
Agreed. But who needs the stock wise data?
All we ask is for Gross Buy Sell Data of FII/DII with a breakup into smaller sections like mentioned above.
We don& #39;t seek names of stocks or institutions who have purchased / sold the stock.
It will help in improving market analysis.
We don& #39;t seek names of stocks or institutions who have purchased / sold the stock.
It will help in improving market analysis.
No point in just knowing how much FII bought/sold if we don& #39;t know whether the buyer/seller was a pension fund or an ETF.
All investors have to go through a rigorous KYC process while registering & exchanges in consultation with respective regulators can provide gross buy/sell
All investors have to go through a rigorous KYC process while registering & exchanges in consultation with respective regulators can provide gross buy/sell
data either on the exchange website or on the NSDL/CDSL website.
Greater disclosure and transparency in Data will help India being viewed as a potential opportunity by investors.
Hope you liked my thoughts.
To know more about me read https://twitter.com/KAnantrao/status/1238750486171271169?s=20">https://twitter.com/KAnantrao...
Greater disclosure and transparency in Data will help India being viewed as a potential opportunity by investors.
Hope you liked my thoughts.
To know more about me read https://twitter.com/KAnantrao/status/1238750486171271169?s=20">https://twitter.com/KAnantrao...
