《彭博》报道，受累印度经济增长放缓及通胀顽固损害企业盈利及外资流入，该国投资者预期今年首季印度股市将再度按季下滑。
报道引述本月较早时间向22名策略师及基金经理进行的非正式调查指，大部分受访者料指标Nifty 50指数首季再跌最少5%。对美国候任总统特朗普第二任期地缘政局忧虑，加剧了印度股市压力。
去年印度股市曾屡创新高，但因消费下滑忧虑导致外资撤出下，印度股市去年底受压。自去年9月见顶后，Nifty 50指数累跌约13%，MSCI印度指数所覆盖企业总市值蒸发达5,560亿美元。
汇丰研究上周降印度股票评级至“中性”，认为在市场下调2025财年Nifty 50指数企业盈利增长预测，由原先15%降至5%后，投资者将重新审视其仓位。
部分受访者料今年全年Nifty 50指数将录得负回报，惟三分之一受访者料Nifty 50指数今年升幅介乎10%至15%，主因本地投资者持续入市。
Nifty 50指数去年末季跌8.4%，但全年仍累升8.8%，连续九年上升。(da/u)
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