高盛上调印度股市评级，看高至29000点

Group 1 - Goldman Sachs upgraded the rating of the Indian stock market to "Overweight" with a target of 29,000 points by the end of 2026, citing growth recovery, supportive policies, corporate profit rebound, and foreign investment interest as key factors [1] - Despite a weak performance last year due to foreign capital outflows, Goldman Sachs believes sentiment has reversed, with improved valuations and growth factors such as interest rate cuts and liquidity improvements expected to boost domestic demand [1] - Sectors such as finance, durable consumer goods, and defense are anticipated to lead market gains, supported by low inflation, stable agricultural cycles, and reduced GST rates, which are expected to enhance demand and profits in consumer-related industries [1] Group 2 - On November 10, foreign hedge funds ended a six-day short-selling streak and turned to net buying of Indian stocks, with a net inflow of 45.81 billion Indian Rupees (approximately 5.21 billion USD) [3] - Domestic institutional investors also purchased Indian stocks worth 66.75 billion Indian Rupees [3]