Redemption pressure: FIIs offload Rs 5,200cr

Kumar Shankar Roy | TNN

Chennai: Foreign institutional investors (FIIs) have sold stocks worth Rs
5,200 crore in the past fortnight at a time when rupee again started falling
against the dollar. With the rupee depreciating by as much as 5% from
February 17, FIIs have been on sell-mode as the value of their existing
holdings in the stock market shrunk. Sensex on Monday fell to its lowest
level in the last 42 months at 8,160.40.
   The dollar was trading at Rs 49.16 on February 17 and is currently at Rs
51.8, RBI data shows. During the same period, FIIs have sold shares worth
$1.29 billion as Sebi’s conversion rate is Rs 40.34 per dollar as those
investors have sold for the 14th straight session. Rupee plummeted to a
record low of 52.20 per dollar last week, and is down 1.5% so far this
month.
   The fresh dose of redemption has taken analysts by surprise. “We continue
to be surprised by relentless selling by FIIs as the selling of the last few
days seems to be primarily of ‘core’ India stocks. This would make us want
to believe that this is a ‘final’ round of selling. However, this is far
from certain,” analyst Sanjeev Prasad of Kotak Institutional equities
Research said.
   Others attribute this round of share-selling to redemption pressures
faced by overseas investors back home as some hedge funds have to honour the
March 15 deadline. Whatever be the reason, the spate of selling has sunk
sensex by 10% as FIIs have continued to sell. Capital outflows have been a
key driver of the rupee’s fall. Foreign investors have sold about $2.3
billion worth of shares in 2009 after dumping more than $13.2 billion in
2008.

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