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华尔街相信印度股市不受特朗普影响并加大押注
news flash· 2025-06-09 02:08
Core Viewpoint - Wall Street is increasing its bets on the Indian stock market, viewing it as a relative safe haven amid global trade tensions, particularly those stemming from U.S. tariffs [1] Group 1: Market Sentiment - The recent rebound in the Indian stock market has been somewhat uneven, yet major banks are doubling down on their investments [1] - Morgan Stanley describes India as a "relative safe haven in Trade War 2.0," recommending bullish options strategies [1] - Bank of America is offering low-cost hedging tools to help investors maintain confidence in their core long positions [1] Group 2: Economic Indicators - Following several months of declines that erased billions in stock value, traders are refocusing on India to protect their assets from the impact of U.S. tariffs [1] - The Reserve Bank of India unexpectedly lowered both the policy rate and the bank deposit reserve ratio last week, which is expected to boost optimism regarding economic growth and corporate profit recovery [1]