月曜日のインド株式市場では、IT銘柄が急伸し、市場全体をアウトパフォームした。Nifty IT指数は4月23日以来の高値を記録した。
今回の反発は、魅力的な株価評価と新たなAI分野での提携が追い風となった。今年に入り低迷が続いていた同セクターにおいて、投資家が新たに買いポジションを構築した形だ。
インドのIT株が上昇、AI関連の提携が投資家を呼び込む
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Asian stocks advance as oil rises amid us-iran tensions
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Asian stocks climbed higher on Monday, led by companies focused on artificial intelligence, despite escalating concerns over Middle East stability. Oil prices jumped after President Donald Trump rejected Iran's response to a US peace proposal as unacceptable. The developments come amid a 10-week-old conflict between the two nations.
Indian IT stocks advanced for a third straight session as a falling rupee improved margins for companies earning in dollars. Positive views on AI implementation roles and reasonable valuations added support despite lingering concerns over artificial intelligence disruptions.
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The S&P 500 and Nasdaq composite indices climbed to new record levels, supported by gains in artificial intelligence stocks and robust corporate results.
Indian investors are increasingly turning to overseas markets as global equities outperform domestic ones, fueled by themes such as artificial intelligence.
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Asian stock markets fell sharply as the artificial intelligence driven rally lost momentum. South Korea's KOSPI index halted trading after a steep decline. Investors focused on possible Federal Reserve interest rate increases and fresh inflation figures.
BNP Paribas analyst Kumar Rakesh has cautioned investors against viewing largecap Indian IT stocks as a straightforward value play. He points to weak FY27 guidance, AI-led disruptions, and stalled client spending as major challenges. Buybacks and dividends offer some support, but earnings risks remain high.
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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.
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