印度股市跌至9个月来低点，海外资金流向中国？

Group 1 - The Indian stock index SENSEX is hovering at a low not seen in about 9 months, impacted by inflation, economic slowdown, and corporate performance decline, with significant capital outflows from foreign investors [1][2] - SENSEX closed at 73,730 points on the 5th, having dropped over 10% from its historical high of 85,836 points reached on September 26, 2024, indicating a prolonged adjustment phase [1] - The uncertainty surrounding U.S. tariff policies is seen as a heavy burden on stock prices, with expectations that India may be forced to lower tariffs following failed negotiations in February [1] Group 2 - Positive factors include a recovery in India's GDP growth rate, which increased to 6.2% year-on-year for the October-December 2024 period, compared to a sharp decline to around 5% in the July-September period [2] - The Reserve Bank of India has shifted to a monetary easing stance by cutting interest rates for the first time in nearly five years, which is expected to support economic recovery [2] - There is optimism that India will benefit from global corporate supply chain restructuring due to concerns over deteriorating U.S.-China relations, particularly in sectors like electronic devices, auto parts, chemicals, and pharmaceuticals [2]