{"id":2548,"date":"2024-10-03T22:16:23","date_gmt":"2024-10-03T14:16:23","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2548"},"modified":"2024-10-03T22:16:23","modified_gmt":"2024-10-03T14:16:23","slug":"%e4%b8%ad%e5%9b%bd%e8%82%a1%e5%b8%82%e5%a4%a7%e6%b6%a8%e6%bf%80%e5%8f%91%e7%94%b5%e5%8f%b0%e6%8d%a2%e8%82%a1%e7%84%a6%e8%99%91%e5%9c%a8%e5%8d%b0%e5%ba%a6%e5%b8%82%e5%9c%ba","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2548","title":{"rendered":"\u4e2d\u56fd\u80a1\u5e02\u5927\u6da8\u6fc0\u53d1\u7535\u53f0\u6362\u80a1\u7126\u8651\u5728\u5370\u5ea6\u5e02\u573a"},"content":{"rendered":"

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\u540c\u65f6\uff0c\u968f\u7740\u4fdd\u9669\u8986\u76d6\u7387\u7684\u6269\u5927\u548c\u4eba\u53e3\u8001\u9f84\u5316\u8d8b\u52bf\uff0c\u533b\u9662\u7c7b\u80a1\u7968\u53d7\u5230\u5e02\u573a\u9752\u7750\u3002Satish Ramanathan\uff0cJM Mutual Fund\u7684\u9996\u5e2d\u6295\u8d44\u5b98\u6307\u51fa\uff0c\u5730\u65b9\u653f\u5e9c\u53ef\u80fd\u4f1a\u5bfb\u6c42\u4e0e\u4e2d\u592e\u653f\u5e9c\u7684\u5065\u5eb7\u653f\u7b56\u76f8\u4e00\u81f4\uff0c\u4ece\u800c\u523a\u6fc0\u8fd9\u4e00\u9886\u57df\u7684\u589e\u957f\u3002\u201c\u4eba\u4eec\u5c06\u524d\u6240\u672a\u6709\u5730\u6295\u5165\u5230\u533b\u7597\u4fdd\u5065\u4e0a\u3002\u201d\u4ed6\u8bf4\u3002<\/p>\n

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\u5728Bloomberg\u4eca\u65e5\u7cbe\u9009\u7684\u4e09\u7bc7\u6df1\u5ea6\u5206\u6790\u6587\u7ae0\u4e2d\uff0c<\/p>\n

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\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>India Market Buzz: China\u2019s Stock Surge Sparks Rotation Concern<\/a>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-10-01
\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n

Before the trading day starts we bring you a digest of the key news and events that are likely to move markets. Today we look at:Good morning, this is , an equities reporter in Mumbai. Nifty futures signal a firm start, tracking  momentum. With China and Hong Kong markets shut for holidays, the past week\u2019s euphoria in mainland Chinese equities has raised concerns that global investors may rebalance their portfolios, potentially shifting some money from India to China. China rally to test India\u2019s market appealThe surge in Chinese equities has sparked concerns that global money managers may take profits from Indian shares to make room for China in their portfolios. Foreigners have  about $11 billion of local shares in the September quarter, but according to Kotak Securities, it\u2019s unlikely they\u2019ll sell off a \u201cmeaningful portion\u201d of these holdings. On the other hand, DBS Bank predicts that local equities may underperform their Chinese counterparts in the near future.Policy, demographic winds favor hospital stocksThe rally in hospital stocks  as widening insurance coverage and an aging population drive healthcare service providers to expand. According to Satish Ramanathan, CIO of JM Mutual Fund, another potential boost could come from state governments trying to align with the central government\u2019s healthcare initiatives. \u201cPeople will spend on healthcare at an unprecedented rate,\u201d said Ramanathan. Tech stocks may face October slowdown After delivering their best quarterly performance in three years, technology stocks might face challenges in October, warns Motilal Oswal Securities. The brokerage believes IT companies\u2019 revenue  for the September quarter may fall short of investors\u2019 \u201celevated expectations\u201d. It predicts revenue growth for top companies like Infosys and TCS to range from flat to 3% sequentially, which makes the sector\u2019s 29 times 1-year forward earnings multiple appear expensive.Analysts actions:Three great reads from Bloomberg today:And, finally.. Indian equities are hitting new highs, but some investors, worried about stretched valuations, are  toward quality stocks. Reflecting this trend, the Nifty200 Quality 30 gauge climbed almost 13% last quarter, beating an 8% gain in the main NSE Nifty 50 gauge and a 6% rise in the momentum stock index. Sensing the change in mood, at least one fund house has launched a quality-focused fund.  <\/pre>\n
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