印度股市的外国证券投资销售预计到2025年10月将放缓,因为尽管全球目前存在不确定性,但估值较好,收入丰厚。
FPI selling in India’s stock market is expected to slow in October 2025 due to better valuations and strong earnings, despite ongoing global uncertainties.
预计2025年10月外国证券投资组合投资者将减少印度股票市场的销售量,因为27财政年度的估值有所改善,收入前景强劲。
Foreign portfolio investors are expected to reduce selling in India’s stock market in October 2025, buoyed by improving valuations and strong earnings outlooks for FY27.
尽管2025年FPI外流量为198,103亿卢比,21个月内为319,313亿卢比,但分析师认为稳定因素包括RBI的宽松立场,强的GST收取和积极的贸易发展.
Despite FPI outflows of ₹198,103 crore in 2025 and ₹319,313 crore over 21 months, analysts see stabilizing factors including the RBI’s accommodative stance, robust GST collections, and positive trade developments.
市场波动因全球不确定因素、美国利率和地缘政治风险而持续存在,但持续的拉动取决于外国投资者的重新参与。
Market volatility persists due to global uncertainties, U.S. interest rates, and geopolitical risks, but a sustained rally depends on foreign investor re-engagement.
未来的重要事件包括第二季度的财年26年收益,汇丰PMI和FOMC会议记录,投资者建议关注国内周期性和基本上强的公司.
Key upcoming events include Q2 FY26 earnings, HSBC PMI, and FOMC minutes, with investors advised to focus on domestic cyclicals and fundamentally strong firms.