印度股市2026年續漲？莫迪刺激方案點火 專家看好消費與製造業
印度資產管理巨頭科塔克馬辛德拉（Kotak Mahindra AM）總裁表示，在莫迪政府經濟刺激方案帶動下，國內消費與企業盈利將支撐印度股市持續增長。
印度股市的牛市還能持續多久？印度資產管理巨頭科塔克馬辛德拉資產管理公司（Kotak Mahindra Asset Management）總裁暨董事總經理尼萊什·沙阿（Nilesh Shah）於2025年12月24日在東京受訪時指出，印度政府的經濟刺激計畫將有效提振國內消費，進而帶動企業盈利增長，為股市提供堅實支撐。他認為，印度股市的「風險回報」對投資人極具吸引力。
政府刺激方案：內需引擎的催化劑
沙阿分析，印度市場前景樂觀的核心，在於政府的經濟刺激方案正為龐大的國內消費市場注入活水。該政策旨在提升民眾消費能力，此舉將直接轉化為企業的營收與獲利。強勁的內需不僅鞏固了經濟基本面，更有望形成一個吸引資金持續流入股市的良性循環。
兩大投資主軸：消費與製造業
展望未來，科塔克馬辛德拉點名「消費」與「製造業」為兩大關鍵投資主題。在政府政策扶植與龐大人口紅利的雙重驅動下，這兩大領域的增長潛力舉足輕重，相關企業的後市表現備受期待。
投資新興市場伴隨著已開發市場沒有的特定風險，包括匯率波動與地緣政治不確定性。印度市場的高增長潛力背後，投資人也必須警惕其相對較高的市場波動性。
This content is AI-generated based on source articles. While we strive for accuracy, errors may occur. We recommend verifying with the original source.
Related Articles
Prediction market Polymarket experienced account breaches, with users reporting losses up to $2,000. The platform blames a third-party login tool, raising security concerns.
China's central bank is expanding the digital yuan's reach, launching a cross-border payment pilot with Singapore. The move aims to challenge the US dollar's dominance and internationalize the yuan.
Stablecoin payments app Sling Money has received approval from the UK's Financial Conduct Authority (FCA). The move paves the way for wider adoption of Solana-based cross-border transfers.
Bitcoin has been stuck in a tight $85k-$90k range for weeks. A massive $27 billion options expiry event on Dec. 26 could finally trigger a breakout, with key data points suggesting a move higher.
Prediction market Polymarket experienced account breaches, with users reporting losses up to $2,000. The platform blames a third-party login tool, raising security concerns.
China's central bank is expanding the digital yuan's reach, launching a cross-border payment pilot with Singapore. The move aims to challenge the US dollar's dominance and internationalize the yuan.
Stablecoin payments app Sling Money has received approval from the UK's Financial Conduct Authority (FCA). The move paves the way for wider adoption of Solana-based cross-border transfers.
Bitcoin has been stuck in a tight $85k-$90k range for weeks. A massive $27 billion options expiry event on Dec. 26 could finally trigger a breakout, with key data points suggesting a move higher.