Experts expect foreign investors to struggle to return to net buying this year but see a possible reversal from mid-2027 as index-upgrade inflows rise and selling room shrinks. Foreigners have sold net for 18 straight sessions on HCMC, over VND 24,000 billion, the longest streak in two years, and bought net only one session since the FTSE Russell upgrade. Year to date net outflows total VND 118,000 billion (US$4.6 billion), and the index briefly fell below 1,700 points. Analysts blame capital shifting to US, Japanese and Chinese tech stocks, high global rates, and active funds taking profits after passive funds had already invested. Foreign ownership on HCMC has dropped from 20.6% at end-2024 to 12.5%, while the upgrade could draw US$2.5–3 billion in passive inflows, of which only about 10% has been deployed.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Khối ngoại có thể ngừng bán ròng chứng khoán từ giữa 2027
Read the original on VnExpress ↗
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Related tickers and likely impact
VNINDEX
▲ Likely positiveRelevance: medium
| Market | Vietnam stocks |
|---|---|
| Close on 10/16/2026 | 1,705.91 |
| Change that session | +0.45% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- When will foreign investors stop net selling Vietnamese stocks?
Experts expect foreign investors to struggle to return to net buying this year but see a possible reversal from mid-2027 as index-upgrade inflows rise and selling room shrinks. Foreigners have sold net for 18 straight sessions on HCMC, over VND 24,000 billion, the longest streak in two years, and bought net only one session since the FTSE Russell upgrade. Year to date net outflows total VND 118,000 billion (US$4.6 billion), and the index briefly fell below 1,700 points. Analysts blame capital shifting to US, Japanese and Chinese tech stocks, high global rates, and active funds taking profits after passive funds had already invested. Foreign ownership on HCMC has dropped from 20.6% at end-2024 to 12.5%, while the upgrade could draw US$2.5–3 billion in passive inflows, of which only about 10% has been deployed.
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The Nifty snapped an eight-week decline to close marginally higher, but still formed a fresh 52-week low, as the RBI raised rates by 25 basis points and shifted to “calibrated tightening”. Brent crude above $100, higher US bond yields and a weaker rupee kept sentiment under pressure, with FIIs net sellers for an eighth straight week (Rs. 302.94bn) while DIIs bought Rs. 303.13bn to absorb the selling. The index closed the week at 22,520.45, up 0.4%, though it is down 0.44% month-to-date. The analysis expects volatility to persist amid FII selling and global headwinds, with strong domestic buying limiting downside. Investors will watch US and Indian inflation data, US bond yields, Brent prices and US-Iran tensions next week.
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Foreign portfolio investors have pulled Rs 52,100 crore from Indian equities so far in October, taking 2026 withdrawals to Rs 3.12 lakh crore, far above the Rs 1.66 lakh crore withdrawn in all of 2025. The October selling follows Rs 35,861 crore of outflows in September and is attributed to high crude prices, elevated US bond yields, a stronger dollar and the AI-led rally in North Asian markets. FPIs made a marginal net purchase on October 16, which analyst V K Vijayakumar says may be tactical, helped by the US 10-year yield easing to 5.08% and a firmer rupee. Selling concentrated in financial services and oil-related stocks, while consumer services attracted inflows. In the debt market, FPIs withdrew Rs 1,620 crore via the FAR route and Rs 772 crore via the VRR route in September, while the general route saw Rs 3,387 crore of investment.
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FPIs have withdrawn ₹52,100 crore from Indian equities so far in October, following a net outflow of ₹35,861 crore in September, as high crude prices, higher US bond yields and a stronger dollar weighed on sentiment. They had invested ₹20,200 crore in July and ₹29,631 crore in August, but cumulative 2026 outflows have reached ₹3.12 lakh crore, well above the ₹1.66 lakh crore withdrawn in all of 2025, according to CDSL data. Dheeraj Gaur of Choice Wealth attributed the selling to sticky US inflation fuelling expectations of a Fed rate hike and to an AI-led rally in North Asia drawing funds away. FPIs turned marginal buyers on October 16, which V K Vijayakumar of Geojit called a tactical move linked to lower US 10-year yields and a firmer rupee. FPIs kept selling financial services and oil-related stocks but bought consumer services, while remaining net sellers in debt in September.
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