印度基金业资产规模达80.8万亿卢比，国际机构看好股市中期走势

Core Viewpoint - The Indian stock market is gaining attention due to significant growth in mutual fund assets and remarkable stock performance, indicating a positive mid-term outlook despite short-term volatility [1][4]. Group 1: Market Performance - As of November 30, the total assets under management in Indian mutual funds reached 80.8 trillion rupees, showing substantial growth over the past five years [1]. - The stock RRP Semiconductor has surged over 55,000% in the last 20 months, highlighting extreme stock performance within the market [1]. Group 2: Future Outlook - The Indian stock market is expected to show improved performance compared to other emerging markets in the Asia-Pacific region by 2026, despite being the most lagging market in the past 30 years [4]. - There are limited downside risks currently, with opportunities for catch-up growth emerging [4]. - Investment in Indian funds through a systematic investment plan is recommended for investors looking to capitalize on the market's potential [4]. Group 3: Regulatory Developments - The Securities and Exchange Board of India (Sebi) is collaborating with the Reserve Bank of India (RBI) and insurance regulators to allow banks and insurance companies to participate in the commodity derivatives market [4]. - Sebi has established a working group to propose measures for deepening the agricultural derivatives ecosystem and will soon announce a review group for non-agricultural derivatives [4]. Group 4: Economic Fundamentals - India possesses a strong talent base and innovation capabilities, supported by significant government reforms over the past decade, including tax unification, technology promotion, and foreign investment attraction [4].