Portfolio investment in Indian companies has gone up significantly, July adding between $3.6 to $ 4 billion in FII investment which is continuing in the first few sessions in August 2010 as well. Midcap stocks seem to be holding special interest in this accelerating economy, esp the few available in real estate and infrastructure like IRB, IVRCL and JP Infra (JPINFRATEC) Also there are the usual under the surface speculations on increasing FDI limits in real estate to compete with official moves in updating FDI status in Telecom, Media and Defence. 

The corresponding Net FDI number in June was a little over $2 billion. In June FIIs had stocked up on Oil Marketing Cos land BPCL is continuing  good run even now. Check out our top 1% portfolio at http://next.advantages.us Last year FII purchases were easier with consistent QIPs from issuers in tough but remunerative real estate and infra sectors as well as PSU divestment candidates

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