Grandes investidores indianos veem queda em suas carteiras no primeiro trimestre

Vários investidores indianos de destaque sofreram perdas notáveis em suas carteiras durante o primeiro trimestre, em meio a uma acentuada queda do mercado. Hemendra Kothari e Mukul Agrawal registraram declínios superiores a 25 por cento. As participações de Madhusudan Kela caíram 21 por cento.

As carteiras da família de Rakesh Jhunjhunwala e de Anil Kumar Goel estiveram entre as menos afetadas durante este período. As condições gerais do mercado levaram a impactos generalizados nas participações dos investidores de forma ampla.

Artigos relacionados

Anxious traders at Bombay Stock Exchange watch falling Indian stocks and rising oil prices amid Middle East tensions.
Imagem gerada por IA

Indian stocks face ongoing pressure from Middle East tensions

Reportado por IA Imagem gerada por IA

Following initial market shocks from West Asia conflict, Indian equities saw major foreign investor outflows and remain volatile amid rising oil prices. FPIs withdrew $751.4 million on March 2—the largest daily pullout in four months—with markets resuming post-Holi holiday on March 4 under continued pressure.

Goldman Sachs’ Indian equity portfolio, managed through its global funds, dropped 36% in the fiscal year ending March 2026, shrinking from Rs 11,940 crore to Rs 7,610 crore as of March 27. While about 28 of its roughly 48 stocks declined between 10% and 60%, with five major holdings losing over 50%, one standout performer delivered 107% gains.

Reportado por IA

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.

India's listed brokers and exchanges posted strong results for the March quarter. Growth came from higher margin trading and increased market activity.

Reportado por IA

Net inflows into equity mutual funds rose 56% month-on-month to Rs 40,450 crore in March, the highest since July 2025, according to data from the Association of Mutual Funds in India (AMFI). Systematic investment plan (SIP) contributions hit a record Rs 32,087 crore.

Indian stock markets have staged a cautious rebound following a sharp sell-off in March. The rally, driven by short covering and domestic institutional buying, faces skepticism amid ongoing foreign investor sales. Traders are waiting for clarity on the West Asia conflict before further commitments.

Reportado por IA

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.

 

 

 

Este site usa cookies

Usamos cookies para análise para melhorar nosso site. Leia nossa política de privacidade para mais informações.
Recusar