【伯恩斯坦：印度股市对内估值偏低、对标全球则偏贵】伯恩斯坦表示，经历下跌后，印度股市相较自身历史区间看上去已经不贵，但对比全球同业，估值依旧偏高。分析师Venugopal Garre、Nikhil Arela在10月19日研报中写道：“市场估值消化是一个漫长过程，现阶段我们并不认为印度估值已经进入全新格局。”“放在全球同业中对比，估值优势很难成立：Nifty仍是全球第三贵股指，高于不少中期增长潜力更强的亚洲市场。”不过该券商认为，在年内大幅下跌之后，依靠均值回归，股指存在小幅反弹空间。
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