Les fonds communs de placement augmentent leurs participations dans le secteur pharmaceutique et les NBFC en avril

Les gestionnaires de fonds indiens ont orienté de nouveaux investissements vers les sociétés pharmaceutiques et les établissements financiers non bancaires au cours du mois d'avril. Ces manœuvres ont ciblé des actions défensives face aux inquiétudes concernant le prix du pétrole et les tensions en Asie occidentale.

Les entreprises pharmaceutiques ont particulièrement attiré l'attention en raison d'opportunités telles que l'expiration du brevet du sémaglutide. Des actions telles qu'Aurobindo Pharma, Sun Pharma, Torrent Pharma et Mankind Pharma ont fait l'objet d'activités d'achat de la part de fonds d'actions.

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BSE trading floor during Sensex and Nifty rally on US-Iran ceasefire relief, with cheering traders amid rising indices and cautious expressions over fragile peace.
Image générée par IA

Indian markets rally on US-Iran ceasefire relief but caution persists

Rapporté par l'IA Image générée par IA

Indian equity benchmarks Sensex and Nifty posted their strongest single-day gains in years on Wednesday, driven by a US-Iran ceasefire that eased oil prices and inflation fears. The market capitalization of BSE-listed companies rose by ₹16.1 lakh crore. However, Asian stocks turned cautious as the ceasefire showed signs of fragility.

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.

Rapporté par l'IA

Retail investors put ₹38,440 crore into equity mutual funds last month, a modest decline from March levels. The dip occurred amid uncertainty over oil prices and lower SIP collections.

Equity mutual fund inflows dropped sharply in May to a 12-month low. The decline came amid concerns over the West Asia conflict. Systematic Investment Plan flows stayed largely steady.

Rapporté par l'IA

Foreign portfolio investors have reduced cash market selling in Indian stocks but continue to show caution through derivatives positions. The moves come amid a modest gain in the Nifty index.

Nine BSE smallcap companies delivered standout performances in the March 2026 quarter, with net profits surging over 50% year-on-year and share prices rising 50% to 170% in the past year. Four of these stocks became multibaggers, more than doubling investor returns. Data from ACE Equity highlights the momentum amid mixed results from 168 reporting firms.

Rapporté par l'IA

Equity margin funding rebounded in April, with the average MTF book reaching ₹1.14 lakh crore. The increase signals renewed investor confidence following March's market sell-off.

 

 

 

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