印度卢比兑美元一度跌至纪录新低，因本地资产遭遇资金持续外流，且与美国的贸易协议迟迟未能敲 定，令市场情绪承压。美元/印度卢比周二一度上涨0.1%，报90.8250，触及纪录新高。今年迄今，外国 投资者已卖出了近180亿美元的印度股票。根据清算所数据，他们还在12月抛售了10亿美元符合该国指 数纳入标准的债券，有望终结连续五个月的买入态势。 印度卢比兑美元一度跌至纪录新低，因本地资产遭遇资金持续外流，且与美国的贸易协议迟迟未能敲 定，令市场情绪承压。美元/印度卢比周二一度上涨0.1%，报90.8250，触及纪录新高。今年迄今，外国 投资者已卖出了近180亿美元的印度股票。根据清算所数据，他们还在12月抛售了10亿美元符合该国指 数纳入标准的债券，有望终结连续五个月的买入态势。 责任编辑：王永生 责任编辑：王永生 ...

Group 1: Gold Market Outlook - HSBC expects the bullish momentum of gold to continue until 2026, driven by strong central bank purchases, ongoing fiscal concerns in the U.S., and expectations of further monetary easing [1] - HSBC highlights that the U.S. fiscal deficit is a significant factor driving gold demand, as investors increasingly view gold as a hedge against debt sustainability risks and potential dollar weakness [1] - ANZ analysts predict that gold prices will rise to $4,400 per ounce by the end of this year and may peak at $4,600 by mid-2026, supported by structural factors [1] Group 2: Emerging Markets and China Stocks - UBS continues to give an overweight rating to Chinese stocks in emerging markets, expressing a more favorable outlook compared to the Indian market [2] Group 3: U.S. Job Market - Analysts from JPMorgan and Goldman Sachs estimate that initial jobless claims in the U.S. may decrease from 235,000 to 217,000, indicating a potential improvement in the job market [3] Group 4: Federal Reserve Independence Concerns - A Deutsche Bank survey reveals that a majority of financial professionals are concerned about the potential erosion of the Federal Reserve's independence, with 41% believing it is "likely" and 21% "very likely" [4] Group 5: UK Economic Outlook - JPMorgan economists predict that the Bank of England may resume interest rate cuts in February 2024 due to signs of economic weakness, with an 82% implied probability of a rate cut [5] Group 6: Eurozone Economic Concerns - Rabobank's analysis indicates that fiscal issues in France and sluggish economic growth in Germany may suppress the euro's short-term upward potential [7] Group 7: Monetary Policy in China - Galaxy Securities suggests that monetary easing in China may exceed expectations in Q4, driven by economic data indicating weakness and the need for policy support [8] Group 8: Financial Products and Market Trends - CITIC Securities reports a decrease in bank wealth management scale by 850 billion yuan in September, but anticipates a recovery in October, projecting a rebound of over 1 trillion yuan [9][10] Group 9: Charging Infrastructure Development - Huatai Securities notes that a new action plan aims to double the charging infrastructure for electric vehicles by 2027, which is expected to accelerate the growth of the charging station industry [12] Group 10: Photovoltaic Industry Dynamics - CITIC Jinpu highlights that the photovoltaic industry is currently facing supply-demand imbalances, with "anti-involution" becoming a core issue, and emphasizes the importance of capacity consolidation and new technology advancements [12]

点击下方" 阅读原文 "， 会议详情及合作与参会咨询。 初步数据显示，外国投资者于本周一再度回流，净买入125亿卢比（约合1.45亿美元）印度股票。 与此同时，本地机构投资者近期持续加码，过去三个交易日累计净买入超15亿美元。 由凤凰网主办的"2025中国企业出海高峰论坛"将于6月28-29日在深圳举行。论坛以"更开放的世界 更共 赢的机遇"为主题，探讨新兴市场出海攻略，汇聚30余国经贸代表、超50家行业领军企业及百余位政策 制定者，聚焦政策研判、产业实战与区域合作，为中国企业全球化提供系统性解决方案与资源对接平 台。 来源|国际财闻汇 据彭博社5月14日报道，外国投资者在连续16个交易日累计买入逾60亿美元印度股票后，于5月9日 转为净卖出，当日抛售金额达2.79亿美元，这是自4月11日以来首次出现净卖出。 不过这轮抛售或为短期行为。受印巴达成停火协议提振，NSE Nifty 50指数本周开盘创下四年来最 大单日涨幅。 ...