或受关税降温影响，印度股市昨日盘中直线拉涨，印度Sensex指数收涨1.48%，刷新去年10月来新高。 新兴亚洲ETF（520580）早盘高开，截至发稿上涨1.38%，实时价格1.032元，开盘10分钟成交近1.7亿元。 资金面上，新兴亚洲ETF昨日获资金净流入4117万元；融资净买入789万元创纳入两融以来新高。 东南亚多国降息以促进国内经济发展 过去一段时间，东南亚股市呈现持续上扬态势。截至上周五，泰国、印尼股市均录得连续4周上涨，印度股市更是连续刷新年内高位。 或处于经济增长考虑，今年来印度、印尼、泰国央行均采取降息措施。 巴克莱在一份报告中表示，印度央行可能在6月份降息，此前预计为8月份。印度央行今年已进行两次降息，为住房贷款、汽车贷款和 企业贷款借款人提供宽松的利率环境。 印尼央行4月上旬通过直接买卖印尼盾现汇稳定汇率。央行行长表示："持续干预直至市场恢复稳定"，并强调印尼盾被低估（实际有效 汇率指数较长期均值低8%）。 业内人士分析认为，美联储降息预期升温和美元指数回落，为亚太国家降息打开了空间，降息对汇率和跨境资本流动的负面效应减 弱，可以更好地发挥服务国内经济发展的目的。 新兴亚洲ETF：与印 ...

Core Insights - Emerging Asian markets continue to strengthen, with India's SENSEX index rising by 0.2% during intraday trading, while the emerging Asia ETF (520580) increased by 4.81%, reaching a new high of 1.067 yuan [1] - Following a de-escalation of geopolitical events, the SENSEX index recorded a significant single-day gain of 3.74%, the largest in recent times, with foreign investors purchasing 12.5 billion rupees (approximately 1.45 million USD) worth of Indian stocks [3] - Domestic institutional investors have also been active, buying over 1.5 billion USD worth of stocks within three days [3] Group 1: Market Performance - The SENSEX index's recent performance reflects a strategic repositioning of global funds towards more stable and politically neutral Asian economies due to volatility in U.S. Treasury yields and escalating geopolitical tensions [3] - The emerging Asia ETF (520580) tracks the Emerging Asia Select 50 Index, primarily investing in India, Indonesia, Malaysia, and Thailand, with India accounting for approximately 50% of its weight [3] Group 2: ETF Developments - The emerging Asia ETF has been included as a margin trading target, indicating its high quality in terms of asset size, number of holders, and liquidity, with an average daily trading volume of 700 million yuan since its listing on February 20, 2025 [4] - The inclusion in margin trading is expected to enhance liquidity and diversify the trading strategies available for the ETF [4]