据美国银行的一项调查显示在短短三个月内由于特朗普升级关税政策印度已从基金经理最看好的亚洲股市沦为他们最不青睐的市场。在最

智通财经
Aug 13
据美国银行的一项调查显示在短短三个月内由于特朗普升级关税政策印度已从基金经理最看好的亚洲股市沦为他们最不青睐的市场。在最新的基金经理调查中30%的受访者表示减持印度股票紧随其后的是泰国(20%)和马来西亚(10%)。日本表现最佳。共有99位管理着1830亿美元资产的受访者回答了该调查的区域问题。这与5月的调查结果形成了鲜明反差——当时由于在特朗普初步实施关税政策期间被视为“避风港”印度取代日本成为最受青睐的市场。这个规模达5.2万亿美元的股市出现情绪转变凸显出投资者对特朗普决定将对这个南亚国家商品的关税提高一倍(以此惩罚印度购买俄罗斯石油)的担忧日益加剧。

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