高盛：印度股市外资流出接近尾声，但外资买入仍将受限

环球市场播报05-11

　　高盛表示，外资的大规模抛售行情大概率已经落幕，不过外资回流买入的力度或将持续受限。

　　印度外资组合投资者（FPI）已累计抛售价值221.7亿美元的本土股票，规模已超过2025年创下的历史最高资金外流纪录。

　　高盛指出，油价下跌与海外资金回流之间的历史联动效应已明显减弱；同时，订单价格走高令企业盈利复苏前景不明朗。

　　高盛称，今年一季度印度股市外资持股比例跌至14年低位，且二十多年来首次低于印度本土机构投资者持股比例。

　　该行预计，市场情绪回暖时，外资持仓低、资金配置仓位低的个股有望跑赢大盘；重申对金融板块、必需消费品板块的乐观看好态度。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：刘明亮

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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