Core Insights - The Indian SENSEX30 index rose by 0.33% on November 20, reaching a new high since September 2024, and is close to its historical peak [1] - Moody's has indicated that consumer demand and infrastructure spending will drive India's economic growth, with an expected growth rate of 7% for this year [3] - Morgan Stanley forecasts strong performance for the Indian stock market over the next 12 months, driven by robust domestic growth and stable oil prices, with a projected 13% increase in the BSE Sensex index by December 2026 [3] Market Performance - The SENSEX30 index saw significant gains from major companies such as Reliance Industries, Mahindra & Mahindra, and the State Grid of India, each rising over 1% [1] - The Emerging Asia ETF (520580) closed up 1.14% at 1.066 yuan, marking its highest closing price since its listing on February 20 of this year [1] Investment Insights - The Emerging Asia ETF (520580) tracks the Singapore Exchange Emerging Asia Select 50 Index, with approximately 48% of its investments in the Indian market, making it the highest "India content" ETF listed in the A-share market [3] - The correlation coefficient between the Emerging Asia Select 50 Index and the Indian SENSEX30 index is 0.69 over the past three years, indicating a strong relationship, compared to lower correlations with other major indices [4]
新兴亚洲ETF(520580)创上市以来最高收盘价,高“印度含量”助力全球化配置
Sou Hu Cai Jing·2025-11-20 13:40