外国银行周四卖出了创纪录数量的印度国债,印度与巴基斯坦持续的边境冲突影响了投资者的情绪。
外国银行净卖出1063亿卢比(12亿美元)的印度国债,根据印度清算公司自2006年以来的数据,这一数字创下了新高。
尽管预计印度央行将降息,为投资者提供一些缓冲,但前述情况表明,人们日益担忧与巴基斯坦的敌对行动升级可能对市场造成的影响。在全球贸易不确定性的背景下,这也削弱了印度作为相对安全投资目的地的吸引力。
“尽管印度的宏观基本面支持国债,但短期情绪和资金流动将取决于印巴局势的发展。”渣打集团Nagaraj Kulkarni表示,该行仍坚持购买5年期国债的建议。
印度股票和债券连续第二天下跌。基准10年期国债收益率两天内上涨约9个基点。 印度卢比周四曾创下2022年以来最大盘中跌幅,周五当前上涨约0.3%。
责任编辑:刘明亮
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