据 Emkay Global 称,如果油价在三到四个月内保持在每桶 100 美元,印度 NSE Nifty 50 指数“可能会暴跌至约 21,000 点”,因为这将通过破坏需求和挤压利润率来影响企业盈利。
油价在未来3-4个月内维持在每桶100美元以上的情景,将冲击印度的经济增长和盈利,“目前尚未被市场消化,我们认为,如果没有缓和措施,Nifty指数还有约10%的下行风险,”策略师们表示。
不过,策略师们表示,此次回调只是暂时的,一旦原油价格恢复到每桶70美元的正常水平,印度的经济和盈利就会复苏,从而提供入场良机。
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