野村:印度央行净远期空头头寸或升至2323亿美元

环球市场播报
Sep 21

  野村证券策略师陈克雷等人在研报中表示,根据印度央行披露的数据,8月通过优惠互换工具新增外汇流入956亿美元,据此估算印度央行8月净远期空头头寸规模或扩大至2323亿美元。

  印度央行7月净美元空头头寸飙升至创纪录的1368亿美元,反映出印度为吸引外资(包括面向海外印度人的存款计划)推出的相关举措带来的未来负债规模持续走高。

  机构估算,印度央行8月在现货及远期外汇市场合计净卖出153亿美元。

  分析师表示,印度央行在动用即期外汇储备方面会保持审慎,同时会在条件适宜时增持美元。

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