【券商：印度 FCNR 资金流入将支撑银行股本回报率】券商阿南德・拉蒂表示，面向印度海外居民推出的专项存款计划带来的资金流入，将支撑银行股本回报率并提振盈利水平。该券商在研报中指出：“该计划已募集 1273 亿美元，我们认为这一规模已足够可观，相关利好能够切实转化为企业盈利。”阿南德・拉蒂称，对银行净息差的负面影响微乎其微，按照当前在银行体系存款中的占比计算，综合利差仅会承压 5 个基点。该券商认为，政策利率上行有望增厚利差，因为资产收益率的重定价速度会快于资金成本。
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