亚洲最惨！印度外资疯狂出逃，中国凭啥成资本避风港？

Group 1 - The Indian stock market is experiencing a significant capital outflow, with foreign investors withdrawing over $17 billion, marking a new low compared to a net inflow of $20 billion during the same period last year [2][4] - Major funds from the US, Luxembourg, and Japan are leading the withdrawal, indicating a lack of confidence in the Indian market [4][5] - The geopolitical landscape has shifted, diminishing India's appeal as a "balancer" in the US-China rivalry, which previously attracted capital [8][10] Group 2 - India's attempts to balance relations between the US and Russia have backfired, leading to increased tariffs from the US and cautious behavior from China [10][11] - Foreign investors have faced an unfriendly environment in India, with companies like Xiaomi and Vodafone suffering significant financial losses due to changing tax policies and administrative barriers [13][14] - India's ranking in the World Bank's business environment report has consistently been below 130, highlighting the challenges in attracting foreign investment [16] Group 3 - In contrast, China is becoming increasingly attractive to foreign capital due to its market stability and robust economic performance, despite ongoing US pressure [18][21] - The complete industrial chain in China, from raw materials to assembly, provides a competitive advantage that is difficult for other countries to replicate [18] - The easing of US-China relations has further boosted investor confidence in China, leading to increased foreign investments from companies like Tesla and Apple [19][24] Group 4 - India's current situation serves as a warning, emphasizing the need for improvements in the business environment and a clear diplomatic stance to attract foreign investment [26][28] - The global investment landscape will continue to evolve, but stability and strong economic fundamentals will remain crucial for retaining capital [28]