【微特稿】印度所持美债仓位降至5年来最低

Group 1 - India's holdings of U.S. Treasury bonds have fallen to a five-year low, currently at $174 billion, a 26% decrease from the peak in 2023 [1] - The share of U.S. Treasury bonds in India's foreign exchange reserves has decreased from 40% a year ago to one-third currently [1] - The Reserve Bank of India is increasing its gold purchases while selling U.S. Treasuries, indicating a strategic shift in asset allocation [1] Group 2 - The trend of selling U.S. Treasuries is growing among various economies due to concerns over U.S. credit and policy stability [1] - The largest private pension fund in Sweden, Alecta, has sold most of its U.S. Treasuries over the past year, citing unpredictability of the current U.S. government and rising U.S. debt [1] - Danish pension funds are also divesting from U.S. Treasuries, with one fund announcing a $100 million sale due to poor U.S. fiscal conditions [1]