印度股票显示风险回报有所改善,敦促积极投资者在强大的国内基本面和全球供应链转移的情况下,将股权风险提升到60-65%。 Indian equities show improved risk-reward, urging aggressive investors to raise equity exposure to 60–65% amid strong domestic fundamentals and global supply chain shifts.

一份PL财富报告显示,印度股票现在提供更好的中期风险回报动态,促使积极投资者考虑将股权风险提高到60-65%。 A PL Wealth report suggests Indian equities now offer improved medium-term risk-reward dynamics, prompting aggressive investors to consider raising equity exposure to 60–65%. 这一前景得到27财政年度预算中强有力的政府基础设施和制造业重点的支持,提高了公司收入和供应链的复原力。 The outlook is supported by strong government infrastructure and manufacturing focus in the FY27 budget, boosting corporate earnings and supply chain resilience. 尽管近期全球波动和收入调整,但国内基本面依然强劲,预期金融、汽车、工业和信息技术等部门将收回收入。 Despite near-term global volatility and earnings adjustments, domestic fundamentals remain robust, with expected earnings recovery across sectors like financials, autos, industrials, and IT. 面向出口的产业可能受益于全球供应链的转变。 Export-oriented industries may benefit from global supply chain shifts. 建议保守投资者保持更高的固定收入持有量和5%的现金缓冲。 Conservative investors are advised to maintain higher fixed-income holdings and a 5% cash buffer. 报告强调选择资产负债表和可持续收入强的公司。 The report emphasizes selecting companies with strong balance sheets and sustainable earnings.