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15 handpicked stocks

India's Economic Fortress

India's impressive $698 billion foreign exchange reserves create a shield against global economic uncertainty. Our analysts have carefully selected companies set to thrive from a stable rupee, reduced import costs, and increased foreign investment confidence.

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Han Tan | Market Analyst

Updated today | Published at June 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

HDB

HDFC Bank Ltd.

HDB

Current price

$75.00

As India's largest private sector bank, HDFC benefits directly from the economic stability and investor confidence signaled by strong forex reserves.

IBN

ICICI Bank Ltd.

IBN

Current price

$32.88

ICICI Bank thrives in a stable economic environment, which encourages lending, investment, and attracts foreign capital inflows.

INFY

Infosys Ltd.

INFY

Current price

$16.56

As a top IT exporter, Infosys earns significant revenue in US dollars, benefiting from a stable Rupee for predictable earnings conversion.

About This Group of Stocks

1

Our Expert Thinking

India's massive foreign reserves act as an economic buffer, protecting companies from global financial turbulence. This stability creates a favorable environment for growth across key sectors, particularly banking, IT, and pharmaceuticals that benefit directly from currency stability and investor confidence.

2

What You Need to Know

These stocks represent companies positioned to capitalize on India's strong economic foundation. With reserves covering 11 months of imports, these businesses enjoy reduced currency risk, more predictable earnings, and enhanced ability to plan for growth in one of the world's most dynamic economies.

3

Why These Stocks

We've selected companies with direct exposure to the benefits of India's economic stability. This includes major banks attracting foreign capital, IT firms with international revenue streams, pharmaceutical companies with import/export advantages, and ETFs providing broad exposure to India's growth story.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+20.66%

Group Performance Snapshot

20.66%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 20.66% over the next year.

7 of 14

Stocks Rated Buy by Analysts

7 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🛡️

Shielded from Global Uncertainty

With $698 billion in reserves covering 11 months of imports, these companies enjoy unique protection against international market turbulence that most stocks don't have.

💹

Currency Stability Advantage

A stable rupee means more predictable earnings for international businesses. These companies can plan growth more confidently while others struggle with currency fluctuations.

🌊

Riding the Foreign Investment Wave

India's economic stability is attracting significant foreign capital inflows. These carefully selected stocks are positioned at the forefront to benefit from this increasing global confidence.

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