【美银:印度股市取代印尼,成为亚洲最不受欢迎的股市】美国银行对基金经理进行的一项调查显示,印度股市取代印尼股市,成为亚洲最不受欢迎的股市。这表明,投资者对印度股市的谨慎情绪日益增长,该市场是今年全球表现最差的市场之一。调查显示,缺乏明确的AI敞口仍是印度股市面临的首要担忧,疲弱的经济增长则成为第二大风险。调查中有32%的受访者对印度股票持净低配立场。缺乏改革以及估值高企,也成为投资者看空这个亚洲第四大股票市场的原因。相比之下,投资者对印度尼西亚的情绪有所改善,27%的基金经理表示对该市场持净低配立场,低于7月的32%。
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