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Related tickers and likely impact
VNINDEX
• NeutralRelevance: low
| Market | Vietnam stocks |
|---|---|
| Close on 10/19/2026 | 1,689.84 |
| Change that session | -0.94% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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Indonesian stocks slid to a six-year low in a record two-day rout, falling 11.6% on Friday and more than 5% on Monday, after MSCI said it was considering shifting Indonesia to 'standalone' status from next year. The exchange halved its down limit to 7% to try to slow the selling. The rupiah weakened to 18,040 per dollar, near the record low of 18,190 hit in June, while the 10-year bond yield rose to 7.4%. Goldman Sachs estimates a full MSCI removal could trigger $5.6 billion of passive outflows, and foreign investors have net sold $4.88 billion of Indonesian stocks so far this year. S&P Global said the outflows were unlikely to materially raise financing costs, but damage to investor confidence was the bigger concern.
- Indonesian stocks plunge to six-year low as MSCI downgrade fears mount
Indonesia's benchmark index fell over 5% on Monday to its lowest since early October 2020, as fears grew that MSCI could downgrade the market. On Friday MSCI proposed reclassifying Indonesia from emerging-market to stand-alone status, with a final decision expected by June that hinges on governance and transparency improvements. Goldman Sachs estimates a full removal from MSCI's emerging-market indexes could trigger about $5.6 billion in passive outflows, with a further $2.7 billion at risk if FTSE Russell follows. The MSCI Indonesia Index has fallen 47% this year, foreign investors have net sold $5.1 billion, and foreign ownership has dropped from 27% in January to 25% in October. Goldman keeps an underweight rating, warns Indonesian equities may not have bottomed, and expects the central bank to raise rates twice more by 25 basis points in Q4 2026 and Q1 2027.
- 11 years , zero net FII flow : How a $64 billion outflow erased 9 years of equity buying
- Bajaj Broking Weekly FII and DII Commentary for 10th October 2026
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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Foreign portfolio investors (FPIs) have withdrawn ₹52,100 crore from Indian equities in October so far, following a net withdrawal of ₹35,861 crore in September, as high crude prices, higher US bond yields and a stronger dollar weighed on sentiment. Cumulative FPI outflows in 2026 have reached ₹3.12 lakh crore, far above the ₹1.66 lakh crore withdrawn in all of 2025. Dheeraj Gaur of Choice Wealth said sticky US inflation has fuelled expectations of a Fed rate hike, while the AI-led rally in North Asia is drawing funds away. FPIs turned marginal buyers on October 16, a move the article says is likely tactical rather than a structural shift.
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