- The domestic corporate sector has been increasing its purchases of debt securities and stocks, helping to maintain liquidity in the domestic financial market despite persistent foreign selloffs.
- Higher portfolio investments by the corporate sector may indicate a less optimistic business outlook, as the rising ownership of marketable securities coincides with a decline in CAPEX spending.
- This portfolio-buying trend could signal to the public sector that the private sector still holds ample liquidity, potentially encouraging the government to seek further private sector participation in supporting its growth initiatives.
