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15 handpicked stocks

India's Fortress Balance Sheet

Tap into companies benefiting from India's powerful $700 billion foreign exchange reserves. These carefully selected stocks represent financial institutions, tech giants, and investment vehicles poised to thrive in an environment of currency stability and growing investor 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 is a primary beneficiary of economic stability and increased investor confidence, leading to credit growt...

As India's largest private sector bank, HDFC is a primary beneficiary of economic stability and increased investor confidence, leading to credit growth.

INFY

Infosys Ltd.

INFY

Current price

$16.56

A global IT leader, Infosys benefits from a stable rupee for its international contracts and a strong domestic economy for talent and operations.

IBN

ICICI Bank Ltd.

IBN

Current price

$32.88

ICICI Bank's large retail and corporate banking footprint makes it a key beneficiary of a stable currency and a resilient domestic economy.

About This Group of Stocks

1

Our Expert Thinking

India's massive forex reserves create a protective economic shield that reduces external risk and boosts investor confidence. This stability attracts foreign capital and supports domestic growth, creating favorable conditions for specific companies across banking, technology, and investment sectors.

2

What You Need to Know

This collection offers exposure to India's economic resilience through a mix of direct and indirect investments. It includes major Indian banks, global tech firms with significant Indian operations, and ETFs providing broader market exposure—all positioned to benefit from currency stability.

3

Why These Stocks

These companies were selected for their strategic positioning to capitalize on India's economic strength. The banking stocks benefit from increased liquidity, tech firms leverage stable currency for international contracts, and ETFs offer diversified exposure to the broader 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

+23.69%

Group Performance Snapshot

23.69%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 23.69% over the next year.

9 of 15

Stocks Rated Buy by Analysts

9 of 15 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

🛡️

Economic Shield In Action

India's $700 billion forex reserves create a protective buffer that few emerging markets can match. This translates to lower currency risk and better business conditions for these companies.

💸

Foreign Capital Magnet

Global investors are increasingly drawn to India's stability in an uncertain world. These stocks are positioned at the intersection of foreign investment flows and domestic economic strength.

🚀

Riding The Growth Wave

With protected downside and substantial upside potential, these companies operate in the sweet spot of India's economic expansion—where stability meets opportunity.

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