印度投资者从与Modi有关的股票转向消费者和软件部门。 Indian investors shift away from Modi-linked stocks towards consumer and software sectors.

印度投资者正在从与总理纳伦德拉·莫迪（Narendra Modi）相关的股票转向消费和软件等防御性行业。 Indian investors are moving away from stocks tied to Prime Minister Narendra Modi, focusing instead on defensive sectors like consumer and software. 在他最初的100天里,与Modi有关的股票只增长了2%,而消费者和软件股票分别增长了20%和34%。 In his first 100 days, Modi-linked stocks rose only 2%, while consumer and software stocks increased by 20% and 34%, respectively. 这一转变受到最近政策变化的影响,并受到政府相关投资对大市场表现不佳的关切的影响。 This shift is influenced by recent policy changes and concerns about government-related investments underperforming the broader market. 国内外资金正在减少对这些部门的接触。 Domestic and foreign funds are reducing exposure to these sectors.

September 18, 2024

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