INVESTING GLOBALLY & PROFITABLY
2026年印度股市前景展望不明朗
高昂的估值是一大关键隐忧，印度公司或需实现强劲的盈利增长，才能推动股价上涨。
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本文由AI辅助翻译
尽管印度股市在2025年末的表现逊于亚洲同行，但分析师们已开始对其前景持更为积极的看法。
Goldman Sachs、HSBC和Morgan Stanley等主要银行均建议采取“增持”立场，理由包括预期的盈利复苏以及支持印度经济的各项促增长政策。
尽管这些论点有其道理，但我们认为仍有理由保持谨慎。
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