Rupee Crash, FII–DII War & Next Week Market Strategy | The N Show

n this weekly update (uploaded on 23 NOV 2025), we discuss..

In this episode of The N Show, Sunil Subramanium breaks down one of the most important market discussions of the month — the sudden fall of the Indian Rupee, the real story behind FII & DII flows, and how you should prepare for the coming week in the stock market.

We go deep into:
💱 Why the Rupee crashed unexpectedly on Friday
📉 How FII selling vs DII buying actually works behind the scenes
📊 The truth about gross flows vs net flows — and why investors get misled
🔄 Sector rotation: Which sectors are strong & which may underperform
🛠️ Why metals are rising but consumer durables are struggling
📦 The hidden impact of trade deficit, tariffs & global demand shifts
🏦 RBI intervention, USD strength & macro triggers affecting INR
💰 How mutual fund (DII) flows will shape next week’s market
🚀 Will FIIs return after the Rupee’s big move? What to expect next week
📅 Key dates to watch: 28th data, US Fed updates, GDP numbers & more

Sunil Subramanium explains everything using real data, real logic, and real examples so you can make smarter investing decisions.

If you follow FIIs–DIIs, mutual funds, currency trends, GDP data, or sector rotation…
👉 This episode is a must-watch for every Indian investor and trader.
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👉 Follow Sunil Subramaniam & all details are in the description below.

📌 YouTube Channel Link --    / @senseandsimplicitybysunil  
📌 Facebook Page Link ---   / marketonomics  

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✨ Timestamps:

0:00 – Intro: Last Week’s Market, Nifty Data & FII–DII Myths
4:00 – How FIIs Really Invest in India: Gross vs Net Flows & Sector Rotation
8:00 – Decoding DII & Mutual Fund Flows: Real Story Behind “Domestic Buying”
12:00 – Why Mutual Funds Stay 95% Invested: Cash Levels, Retail Inflows & Limits
16:00 – Dividends, Tax Rules & Why Fund Managers Avoid Big Cash Calls Now
20:00 – Quarterly Pattern in DII Buying & What It Means for Next Week’s Market
24:00 – Sector Outlook: Metals, Autos, Consumer Durables & Margin Pressures
28:00 – Winners & Laggards: Metals, Oil & Energy vs Real Estate, FMCG & Consumption
32:00 – Rupee Basics: Interest Rate Differential, Value vs Price & Long-Term INR Depreciation
36:00 – How FII Selling, EM Positioning & Outflows Weakened the Rupee This Year
40:00 – Why the Rupee Crashed on Friday: Trade Deficit, Gold & Silver Imports, Strong US Data
44:00 – RBI Strategy: REER, Currency Basket, Intervention Levels & the ‘90 per Dollar’ Debate
48:00 – Market Outlook: Rupee Path, FII/DII Flows, RBI Policy & GDP Data on 28th
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