国内投資家がHDFC銀行など10銘柄の保有比率を引き上げ

2026年05月16日(土)

AIによるレポート

2026年第1四半期、国内機関投資家はインドの複数の大型株で保有比率を引き上げた。株価が急落する中、金融、テクノロジー、通信、産業銘柄への買いが集中した。

HDFC銀行がリストの筆頭となり、国内機関投資家は4億2000万株（3631億5000万ルピー相当）を買い増した。同期間中、同社の株価は26.20％下落した。

Brokerages highlight 10 Indian largecap stocks with up to 35% upside

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.

Foreign investors withdraw from Indian financials in early May

2026年05月21日(木) AIによるレポート

Foreign investors continued to sell Indian financial stocks in the first half of May, pulling out ₹17,960 crore. The moves reflect worries about tighter banking margins and reduced attractiveness versus other emerging markets.

Business

Foreign investors add 10,000 crore rupees to Indian bonds

Business

Top Indian investors see portfolio declines in March quarter

Business

HDFC Bank reports 15% YoY deposit growth in Q4

Nine BSE smallcap stocks surged up to 170% with strong Q4 profits

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.

Bharti Airtel briefly tops HDFC Bank in market value

2026年05月18日(月) AIによるレポート

Bharti Airtel briefly overtook HDFC Bank on Monday to become India's second-most valuable company by market capitalization. The telecom operator reached ₹11.9 lakh crore in value before HDFC Bank reclaimed the spot by market close.

Asia