自2026年1月以来,外国投资者在全球技术关注之下从印度股票中提取了3.7万亿美元,但国内需求仍然强劲。 Foreign investors pulled $3.7 trillion from Indian stocks since Jan 2026 amid global tech concerns, but domestic demand remains robust.

外国投资者继续退出印度的股票,自2026年1月以来,在全球技术周期关切和与AI相关的持续上限驱动下,总流出量达到30.9万亿英镑。 Foreign investors continue to exit Indian equities, with outflows totaling ₹30.9 trillion since January 2026, driven by global tech cycle concerns and sustained AI-related capex. Jefferies’s Chris Wood说,只有半导体循环高峰期或印度市场看到强烈的纠正,FPIs才可能返回。 Jefferies’ Chris Wood says FPIs may return only if the semiconductor cycle peaks or Indian markets see a sharp correction. 尽管外资流入疲软,国内投资仍然强劲:共同基金在2025年吸引了510亿美元,在1月吸引了40亿美元,每月平均达到305亿英镑。 Despite weak foreign inflows, domestic investment remains strong: mutual funds attracted $51 billion in 2025 and $4 billion in January, with SIPs averaging ₹30.5 billion monthly. 预计每月NPS资金流入量将达到14亿美元. NPS inflows are projected at $1.4 billion monthly. 公司收益在2025年第四季度同比增长18%,杰弗里斯预计MSCI印度的增长率为15%. Corporate earnings rose 18% year-on-year in Q4 2025, with Jefferies forecasting 15% growth for MSCI India. 中小型企业的业绩优于中小型企业,显示出广泛的市场实力。 Small and mid-caps are outperforming, showing broad market strength.