由于卢比疲软、关税和对增长的担忧,FPI 在 2025 年 9 月削减了印度 Nifty 期货的押注,撤出了创纪录的 20 亿卢比。
FPIs slashed India’s Nifty futures bets in Sept 2025 due to rupee weakness, tariffs, and growth fears, pulling out record ₹2 lakh crore.
2025年9月底,外国证券投资人(FPI)加大了对印度尼夫提期货的赌注,其长期地位接近6.7%的创纪录低点,其驱动力是卢比疲软、美国关税、高股价估值和低增长预期。
Foreign portfolio investors (FPIs) intensified bearish bets on India’s Nifty futures in late September 2025, with long positions near a record low of 6.7%, driven by a weakening rupee, U.S. tariffs, high equity valuations, and weak growth expectations.
2025年,外国证券投资公司从印度股票中提取了近2百万卢比,这是创纪录的最高年度年流出量,而尼夫提公司按卢比计算增长了5.3%,但按美元计算仅增长了1.4%。
FPIs pulled out nearly ₹2 lakh crore from Indian equities in 2025—the highest annual outflow on record—while the Nifty rose 5.3% in rupee terms but only 1.4% in dollar terms.
尽管国内买入支持每周1%的收益,但市场波动仍在持续,关键阻力接近25200,支持在24500.
Despite domestic buying supporting a 1% weekly gain, market volatility persists, with key resistance near 25,200 and support at 24,500.
即将到来的 " Q2 " 收入季节可能会影响人们的情绪,因为依赖出口的公司面临逆风,而以国内为主的公司则可能优于其表现。
The upcoming Q2 earnings season may influence sentiment, as export-dependent firms face headwinds while domestic-focused companies could outperform.