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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。

    • 印度的经济背景和盈利复苏令人鼓舞，但卢比的疲软是投资印度股市的外国投资者所面临的一大难题。
    • 印度的经济背景和盈利复苏令人鼓舞，但卢比的疲软是投资印度股市的外国投资者所面临的一大难题。 照片来源：BLOOMBERG

    Joel Phua

    Published Tue, Jan 6, 2026 · 05:24 PM

    本文由 AI 翻译，关键事实请以原文为准。

    查看原文

    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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