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Heavyweight stocks stage comeback after falling up to 7% in November

29 Nov , 2024   By : Debdeep Gupta


Heavyweight stocks stage comeback after falling up to 7% in November

Heavyweights Reliance Industries, HDFC Bank, Tata Consultancy Services (TCS) among others staged a recovery on Friday, lifting benchmark indices Sensex and Nifty after a challenging period marked by steep declines.


Buoyed by buying interest in auto, pharma, energy, and infrastructure stocks, the market rebounded following its sharpest drop in nearly two months on November 28.


The BSE Sensex surged 721.31 points, or 0.91 percent, to close at 79,765.05, while the NSE Nifty gained 208.50 points, or 0.87 percent, to settle at 24,122.70.


HDFC Bank, a bellwether in the banking sector, saw its shares climb 0.63 percent to an intraday high of Rs 1,804.60 on the NSE. The stock is now nearly 2 percent shy of its 52-week high of Rs 1,836.10.


The banking giant has delivered steady gains, rising 3.31 percent so far in November after a modest gain of 0.21 percent in October. Analysts suggest the bank’s resilience and its critical role in India’s financial ecosystem make it a top pick for long-term investors.


Reliance Industries saw a robust 2 percent jump on Friday, buoyed by a 0.14 per cent rise in global oil benchmark Brent crude, which traded at USD 73.38 per barrel. Additionally, the company announced a significant move into helium gas exploration by acquiring a 21 percent stake in Wavetech Helium, Inc. through its US-based subsidiary.


The strategic investment drew positive reactions from market participants, with Morgan Stanley issuing an 'overweight' call on Reliance. The stock was down 4.60 percent in November and fell 9.79 percent in October.


Tata Consultancy Services recovered after two consecutive sessions of decline, with its shares rising 0.59 percent to Rs 4,269.90 on the NSE. The IT major has been on a rollercoaster ride, gaining 6.97 percent so far in November after a sharp 7.03 percent drop in October.


The stock's rebound reflects renewed interest in IT heavyweights, which have faced mixed sentiment due to global macroeconomic factors.


Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services, advised investors to focus on large-cap stocks in financials, IT, capital goods, and telecom for medium to long-term gains. "These sectors offer resilience and growth potential in a volatile market," he said.


Foreign Institutional Investors (FIIs), however, continued their selling spree, offloading equities worth Rs 11,756.25 crore on Thursday, according to exchange data.


The sharp recovery in heavyweight stocks signals improving sentiment, though analysts caution that persistent FII outflows and global uncertainties could keep markets volatile in the near term.

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