野村升印尼股市评级至“增持” 估值吸引叠加减息周期利好

AASTOCKS
Dec 03, 2025

野村周二(2日)发表报告,对印尼股市投资评级升至“增持”,认为估值吸引及本地政策支撑经济增长。该行称,印尼股市表现明显跑输,央行减息周期利好该国股票。市场今年较早时间对印尼央行独立性、财政政策可靠度、政策不确定性及财政报销缓慢的忧虑,料逐渐减退。印尼雅加达指数(IDX)自8月以来屡创新高,年内累升约22%,与更广泛MSCI亚太指数年内累升23%表现相若。野村策略师Chetan Seth称,印尼经济...

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