9月,外国证券投资公司从印度股票中提取了2.7B,使2025年在全球逆风中达到创纪录的外流。 FPIs pulled $2.7B from Indian stocks in Sept., driving 2025 toward record outflows amid global headwinds.

9月,外国证券投资组合投资者从印度股票中提取了27亿美元,保持了三个月的销售顺畅,并将2025年推向创纪录的年度流出。 Foreign portfolio investors pulled $2.7 billion from Indian stocks in September, continuing a three-month selling streak and pushing 2025 toward record annual outflows. 今年迄今为止，FPI 已退出 176 亿美元，这是有记录以来第二高的九个月总额。 Year-to-date, FPIs have exited $17.6 billion, the second-highest nine-month total on record. 因素包括尼夫提(Nifty)、美国对印度货物的关税一年下降4%、H-1B签证费上涨以及地缘政治紧张。 Factors include a 4% one-year decline in the Nifty, U.S. tariffs on Indian goods, higher H-1B visa fees, and geopolitical tensions. IT部门流出72亿美元,投资者转向中国和其他亚洲市场,收入增加,贸易壁垒降低。 The IT sector saw $7.2 billion in outflows, while investors shifted toward China and other Asian markets with stronger earnings and lower trade barriers. 印度的指数表现不佳,仅上升4.1%和2.7%,而较广泛的市场则增长22%和24.6%。 Indian indices underperformed, rising just 4.1% and 2.7% compared to 22% and 24.6% gains in broader markets. 尽管外国情绪疲软,印度股票现在以更具吸引力的估值进行交易,潜在的减税和有利于增长的政策可能会扭转2025年底和2026年初的趋势。 Despite weak foreign sentiment, Indian equities now trade at more attractive valuations, and potential tax cuts and pro-growth policies may reverse the trend in late 2025 and early 2026.