Les investisseurs nationaux augmentent leurs parts dans HDFC Bank et neuf autres titres

Les investisseurs institutionnels nationaux ont augmenté leurs participations dans plusieurs grandes entreprises indiennes à forte capitalisation au cours du trimestre de mars 2026. Les achats se sont concentrés sur les secteurs financier, technologique, des télécommunications et industriel, alors même que les cours des actions chutaient brutalement.

HDFC Bank arrive en tête de liste, les investisseurs institutionnels nationaux ayant ajouté 420 millions d'actions pour une valeur de 36 315 crores de roupies. L'action a chuté de 26,20 pour cent au cours de la période.

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Split-scene illustration of BSE trading floor showing high-priced stocks' divergent FY26 performance: laggards crashing amid global tensions, gainers surging.
Image générée par IA

High-priced BSE stocks diverge in FY26 performance

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Among 68 high-priced stocks trading above Rs 5,000 on the BSE, FY26 has brought more declines than gains amid global uncertainty and geopolitical tensions. The top six laggards fell 25-40%, while top gainers surged 40-130%. Institutional holdings vary across these stocks.

Several brokerages have identified 10 largecap stocks in India with significant upside potential despite rising oil prices from the US-Iran war. Crude oil has surpassed $125 per barrel, fueling inflation fears and market uncertainty. Stocks like HDFC Bank and Bharti Airtel top the lists from firms including Jefferies and Axis Direct.

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Vanguard Funds, a top foreign institutional investor in India, saw its equity holdings in 48 BSE-listed companies reach Rs 69,100 crore as of February 27, 2026. This marks a 60% increase from Rs 43,047 crore in the March quarter, driven by strong performances in several stocks during FY26. The portfolio includes new investments in eight companies from the December 2025 quarter.

Indian stock markets have staged a cautious rebound following a sharp sell-off in March. The rally, driven by short covering and domestic institutional buying, faces skepticism amid ongoing foreign investor sales. Traders are waiting for clarity on the West Asia conflict before further commitments.

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India's small-cap stocks surged 17.1% in April, marking their best monthly performance in at least a decade. The Nifty Smallcap 250 index rebounded sharply after a steep sell-off in March. Local investors snapped up undervalued stocks with strong growth potential.

Net inflows into equity mutual funds rose 56% month-on-month to Rs 40,450 crore in March, the highest since July 2025, according to data from the Association of Mutual Funds in India (AMFI). Systematic investment plan (SIP) contributions hit a record Rs 32,087 crore.

Rapporté par l'IA

Benchmark indices Nifty and Sensex climbed over 0.9% and 1% respectively on Tuesday, amid short covering in anticipation of US-Iran peace talks following the recent ceasefire. Foreign institutional investor selling also eased, supporting the rebound.

 

 

 

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