杰富瑞(Jefferies)表示过去 12 个月印度股市的表现显著落后于其他新兴市场这使其相对估值回落至平均水平同时也增

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杰富瑞(Jefferies)表示过去 12 个月印度股市的表现显著落后于其他新兴市场这使其相对估值回落至平均水平同时也增加了反弹的可能性。过去 12 个月外资净卖出额超过 270 亿美元且目前外资在印度市场的持仓处于较低水平;新兴市场基金对印度的持仓配置已降至中性而以往这类基金通常会对印度股市保持 2 至 3 个百分点的超配。杰富瑞策略师报告写道:“这种情况使得印度市场容易出现短期反弹。”。

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