バーティ・エアテル、一時的に時価総額でHDFC銀行を上回る

月曜日の取引で、バーティ・エアテルが一時的にHDFC銀行を追い抜き、時価総額でインド第2位の企業となった。同通信大手は一時11.9兆ルピーの時価総額に達したが、大引けまでにHDFC銀行がその座を奪還した。

今回の逆転劇は、ITや銀行といった従来型の市場リーダーが全体的に低迷する中で起きた。バーティ・エアテルの株価上昇は、この日のダラール街における投資家の選好の変化を浮き彫りにした。

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Indian equity benchmarks Nifty 50 and Sensex crashed more than 3% on Thursday, their steepest single-day decline since June 2024, closing at 23,002.15 and 74,207.24 respectively. Escalating West Asia conflicts drove crude above $110 a barrel, stoking inflation fears, while HDFC Bank shares tumbled over 5% following chairman Atanu Chakraborty's resignation.

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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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Despite weakness in the broader market due to escalating Middle East tensions and hawkish US Federal Reserve signals, certain smallcap stocks in India posted strong gains of up to 41% over five sessions. Crude oil prices rose above $110 per barrel, raising inflation concerns. A selective rally highlighted top performers across various sectors.

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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.

 

 

 

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