国内互助基金流入的21B美元稳定了印度的股票市场,预计12个月内会有50-70B美元,支持长期增长。
Domestic mutual fund inflows of $21B stabilized India’s stock market, with $50–70B expected in 12 months, supporting long-term growth.
据批评家报告,本财政年度头五个月的共同基金流入额为210亿美元,在大量外流的情况下稳定了印度的股票市场,尽管股本供应量很高,但防止了股市崩溃。
Jefferies reports that mutual fund inflows of $21 billion in the first five months of the fiscal year are stabilizing India's stock market amid heavy outflows, preventing a collapse despite high equity supply.
该公司预计,在今后12个月里,由国内投资者通过共同基金和部门投资方案推动的股票流入将达到500亿至700亿美元,这将吸收供应和支持市场稳定。
The firm expects $50–70 billion in equity inflows over the next 12 months, driven by domestic investors through mutual funds and SIPs, which will absorb supply and support market stability.
虽然目前市场可能横跨两面, 但Jefferies认为印度的长期增长仍然强劲,
While markets may trade sideways for now, Jefferies maintains that India's long-term growth story remains strong, bolstered by structural reforms, rising investor participation, and upcoming economic momentum from recent GST cuts.
预计2026年可能举行一次集会。
A potential rally is anticipated in 2026.