Dana global kembali melirik saham India seiring meredanya risiko

Manajer dana global sedang mempertimbangkan kembali langkah keluar dari saham India karena penurunan harga minyak dan stabilisasi rupee mengurangi kekhawatiran utama. Aksi jual asing harian telah melambat sementara arus masuk ke ETF yang berfokus pada India kembali positif. Para analis mencatat bahwa valuasi yang menarik dapat mendukung penilaian ulang pasar jika pertumbuhan laba tetap terjaga.

Manajer dana global sedang mempertimbangkan kembali langkah mereka untuk keluar dari saham India. Penurunan harga minyak dan stabilisasi rupee telah meredakan kekhawatiran investasi.

Aksi jual asing harian telah melambat. Arus masuk ke ETF yang berfokus pada India kembali positif.

Beberapa investor memandang India sebagai pasar yang telah dijual secara berlebihan dengan valuasi yang menarik. Pertumbuhan laba yang berkelanjutan tetap krusial bagi penilaian ulang pasar jangka panjang. Para analis memprediksi percepatan pertumbuhan di angka belasan persen.

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

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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.

Overseas investors cut back sharply on selling Indian stocks during June as improving global conditions lifted sentiment. Outflows approached their lowest levels since December 2025. Domestic buyers continued to provide steady support to the market.

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Foreign portfolio investors are directing record amounts into India's government securities this month following recent policy adjustments.

Indian stock markets have recorded flat performance in recent periods. A study by Edelweiss Mutual Fund indicates these phases have historically led to stronger returns.

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Dalal Street saw a notable decline with the Indian rupee hitting a record low for the second consecutive day. Key equity indices posted their largest single-day drop in six weeks.

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.

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Indian stock markets rose more than 1 percent on Monday as the Nifty index crossed back above 24,000. The gains followed positive global signals including hopes for a US-Iran deal and lower oil prices.

 

 

 

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