我是 LongbridgeAI，我可以总结文章信息。印度股市在五月份下跌，Nifty 50 指数下跌 1.9%，Sensex 指数下跌 2.8%，主要受到西亚战争不确定性和持续的外资抛售的影响。尽管中型股和小型股指数有所上涨，但各行业表现不一，消费耐用品和石油天然气行业表现较差。布伦特原油价格有所回落，但仍处于高位，影响通胀前景。分析师指出，高油价和缺乏人工智能驱动的投资是阻碍外国投资者的关键因素，尽管全球市场出现反弹
Domestic equities ended May in the red as uncertainty surrounding a potential peace deal between the US and Iran prompted investors to lock in gains following April’s sharp rally, while continued foreign portfolio investor (FPI) selling weighed on the sentiment.
Benchmark Nifty 50 declined 1.9 per cent during the month, while Sensex fell 2.8 per cent. The losses came after a strong rebound in April, when the Nifty had surged 7.5 per cent following an 11.3 per cent decline in March.
Market breadth remained weak, with 10 of the 16 major sectoral indices ending the month lower. Consumer durables was the worst-performing sector, declining 6.2 per cent, followed by oil & gas, which fell 4.2 per cent. In contrast, metal and pharma outperformed.
Among Nifty 50 constituents, Adani Enterprises emerged as the top gainer with a rise of nearly 22 per cent. On the losing side, ONGC fell 11.4 per cent, while SBI and ITC were among the other major laggards.
Broader markets continued to outperform the benchmarks. The Nifty Midcap 100 gained 3.2 per cent, while the Nifty Smallcap 100 rose 0.7 per cent in May.
Brent crude futures declined about 18 per cent as concerns over supply disruptions eased. However, prices remained 27 per cent higher than before the Iran conflict, keeping concerns alive over India’s import bill and inflation outlook. FPIs continued to pull money out of Indian equities, although the pace of selling moderated. They sold shares worth nearly ₹34,000 crore during the month (up to May 27), compared with a record ₹1.22 trillion in March.
Analysts said elevated oil prices and the absence of a strong AI-led investment has kept Indian equities out of favour among foreign investors, even as global markets rallied.
“May proved to be a highly volatile month for financial markets, ultimately ending with a cautious and defensive undertone. Repeated setbacks in West Asia peace efforts, lingering uncertainty surrounding the Strait of Hormuz, and persistent domestic headwinds combined to keep investors on edge despite the recent correction in energy prices,” said Ponmudi R, chief executive officer, Enrich Money.