7月外资逆转撤退!印度股市遇财报季+资金流出双重考验

Group 1 - Indian stock market shows signs of stabilization in early trading, with Nifty futures and most Asian markets rising, but focus remains on upcoming quarterly earnings reports from major companies like Infosys, Tata Consumer, and Dr. Reddy's [1] - In the current earnings season, only half of the 12 Nifty constituents that have provided first-quarter profit guidance exceeded analyst expectations, a significant drop from 58% in the previous quarter, indicating weakened market momentum [1] - Despite lackluster overall earnings performance, the capital markets sector remains active, with global trading giant Jane Street returning to the Indian market, leading to increased trading volumes on platforms like Angel One [1] Group 2 - Titan Company is pursuing an internationalization strategy to address domestic market pressures by acquiring a majority stake in Middle Eastern jeweler Damas, which will enhance its market position in the Gulf region [2] - Titan's stock has outperformed the Nifty consumer index by 3 percentage points this year, but investors remain cautious about the effectiveness of its expansion efforts [2] - There is a noticeable decline in foreign investment enthusiasm for the Indian stock market, with global funds withdrawing $650 million since July, potentially marking the first month of net foreign outflows since February [2]