美国政策冲击

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外资加剧抛售印度股票,净撤出金额逼近2022年的最高纪录
Huan Qiu Wang· 2025-10-02 00:38
为降低美国政策变化可能对印度经济构成的冲击,印度央行日前表示,将为出口商、进口商和转口贸易 商提供灵活性并减轻合规负担的措施,决定将涉及三角贸易交易的外汇支出期限从4个月延长至6个月。 印度能源部也表示,尽管面临挑战,仍致力于推动经济增长。 海外撤离印度股市的趋势,在本周初仍在延续,印度交易所的初步数据显示,仅9月29日单日就又有 3.19亿美元外资流出。 【环球网财经综合报道】Wind数据显示,美国惩罚性关税、企业盈利疲软,以及印度股市跻身全球估 值最高行列等多重因素,共同挫伤了印度股市情绪。截至9月26日,海外基金今年已从印度股市净撤出 170亿美元,逐步逼近2022年创下的历史纪录。 有华尔街分析师称,印度股市本季度抛售加剧,此前美国总统特朗普大幅上调H-1B签证费用,冲击依 赖该项目的科技企业;鉴于印美短期内难以达成贸易协议并且企业盈利增长乏力,分析师认为外资不大 可能很快回流。 ...
分析师:美元有所反弹,欧元中长期看涨至1.20
news flash· 2025-07-09 11:45
Core Viewpoint - The analysis indicates a rebound in the US dollar, with expectations for the euro to rise to 1.20 in the long term, despite potential short-term corrections [1] Group 1: Market Performance - The S&P 500 index outperformed European stock markets in June, reversing a trend of underperformance over the previous five months [1] - The yield premium on long-term US Treasury bonds has decreased from high levels, indicating a shift in investor sentiment [1] Group 2: Economic Policy Impact - The current market order is perceived as more stable compared to the period following the large-scale tariff policies introduced in April [1] - Investors seem to believe that the impacts of US policies may not be as severe as previously feared [1] Group 3: Currency Forecast - The euro is expected to rise to 1.20 against the dollar over the next 12 months, although there is room for further short-term corrections [1]