卢比疲软侵蚀回报率 外资创纪录抛售印度国债
Sou Hu Cai Jing·2025-12-31 03:51
Core Viewpoint - The Indian sovereign bonds are experiencing record monthly outflows due to a weakening rupee and market sentiment suggesting the end of the Reserve Bank of India's rate-cutting cycle [1] Group 1: Market Dynamics - Global funds have sold 143 billion rupees (approximately 1.6 billion USD) of Indian government bonds since December, marking the largest outflow since the introduction of the Fully Accessible Route in 2020 [1] - The outflow trend is expected to continue in the coming months, as indicated by Standard Chartered Bank [1]