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\u4ed6\u662f\u4f5b\u7f57\u91cc\u8fbe\u5dde\u56fd\u9645\u6295\u8d44\u7ba1\u7406\u516c\u53f8GQG Partners\u521b\u59cb\u4eba\uff0c\u8be5\u516c\u53f8\u5728\u5370\u5ea6\u7684\u6295\u8d44\u89c4\u6a21\u8d85\u8fc7200\u4ebf\u7f8e\u5143\u3002\u8d3e\u6069\u8ba4\u4e3a\uff0c\u201c\u5e94\u8be5\u5bf9\u8fd9\u4e00\u9886\u57df\u8fdb\u884c\u6253\u51fb\uff0c\u4ee5\u5f15\u5bfc\u5e02\u573a\u56de\u5f52\u7406\u6027\u3002\u201d\u201c\u8fd9\u4e48\u591a\u5e74\u8f7b\u4eba\u7684\u6295\u673a\u884c\u4e3a\u5bf9\u793e\u4f1a\u6709\u4ec0\u4e48\u597d\u5904\uff1f\u201d\u572820\u4e16\u7eaa 90 \u5e74\u4ee3\u8c03\u6574\u5176\u201c\u793e\u4f1a\u4e3b\u4e49\u201d\u7ecf\u6d4e\u653f\u7b56\u4e4b\u524d\uff0c\u5370\u5ea6\u4f4e\u8ff7\u7684\u80a1\u5e02\u4e0a\u51e0\u4e4e\u6ca1\u6709\u76f4\u63a5\u6563\u6237\u6295\u8d44\u8005\u3002\u5373\u4f7f\u5728\u5370\u5ea6\u5bf9\u5916\u5f00\u653e\u540e\uff0c\u7531\u4e8e\u4e00\u7cfb\u5217\u81ed\u540d\u662d\u8457\u7684\u80a1\u7968\u9a97\u5c40\uff0c\u516c\u4f17\u5bf9\u80a1\u5e02\u7684\u4fe1\u4efb\u5ea6\u4ecd\u7136\u5f88\u4f4e\u3002\u4f46\u662f\uff0c\u968f\u7740\u5370\u5ea6\u7ecf\u6d4e\u7684\u589e\u957f\uff0c\u5176\u8d44\u672c\u5e02\u573a\u4e5f\u9010\u6e10\u5b9e\u73b0\u73b0\u4ee3\u5316\u3002\u5176\u5f15\u5165\u5728\u7ebf\u4ea4\u6613\u548c\u96c6\u4e2d\u6e05\u7b97\u7b49\u521b\u65b0\u6280\u672f\uff0c\u6613\u4e8e\u4f2a\u9020\u7684\u7eb8\u8d28\u80a1\u7968\u8bc1\u4e66\u6b63\u5728\u88ab\u7535\u5b50\u8bc1\u5238\u6240\u53d6\u4ee3\u3002<\/p>\n

\u5f97\u76ca\u4e8e\u7ecf\u6d4e\u5feb\u901f\u589e\u957f\u4ee5\u53ca\u94f6\u884c\u8d26\u6237\u3001\u624b\u673a\u548c\u4f4e\u6210\u672c\u7ecf\u7eaa\u4e1a\u52a1\u7684\u666e\u53ca\uff0c\u89c4\u6a21\u867d\u5c0f\u4f46\u4e0d\u65ad\u6269\u5927\u4e14\u624b\u63e1\u8d85\u989d\u50a8\u84c4\u7684\u5370\u5ea6\u4e2d\u4ea7\u9636\u7ea7\uff0c\u5f15\u9886\u4e86\u8fd9\u4e2a\u4e16\u754c\u7b2c\u4e00\u4eba\u53e3\u5927\u56fd\u5386\u53f2\u6027\u7684\u91d1\u878d\u6c11\u4e3b\u5316\u3002\u66fe\u7ecf\u5c06\u95f2\u94b1\u85cf\u5728\u5e8a\u4e0b\u6216\u8d2d\u4e70\u9ec4\u91d1\u7684\u5bb6\u5ead\uff0c\u73b0\u5728\u5f00\u59cb\u6d8c\u5165\u80a1\u7968\u548c\u5171\u540c\u57fa\u91d1\u5e02\u573a\u3002\u8fd9\u5f97\u76ca\u4e8e\u5ba3\u4f20\u653b\u52bf\u3002\u5728\u4e0a\u4e2a\u6708\u4e3e\u529e\u7684T20\u677f\u7403\u4e16\u754c\u676f\u4e0a\uff0c\u5370\u5ea6\u961f\u8d62\u5f97\u51a0\u519b\u3002\u4f4e\u6210\u672c\u7ecf\u7eaa\u516c\u53f8\u548c\u5171\u540c\u57fa\u91d1\u7684\u5e7f\u544a\u5145\u65a5\u7740\u6bd4\u8d5b\u95f4\u9699\uff0c\u5370\u5ea6\u677f\u7403\u56fd\u5bb6\u961f\u961f\u957f\u7f57\u5e0c\u7279\u00b7\u590f\u5c14\u9a6c (Rohit Sharma) \u7b49\u7403\u661f\u4e5f\u51fa\u73b0\u5728\u5e7f\u544a\u4e2d\u3002\u6cfd\u7f57\u8fbe\uff08Zerodha\uff09\u8054\u5408\u521b\u59cb\u4eba\u5c3c\u8f9b\u00b7\u5361\u9a6c\u65af (Nithin Kamath) \u8868\u793a\uff1a\u201c\u6574\u6574\u4e00\u4ee3\u4eba\u90fd\u5728\u72b9\u8c6b\u662f\u5426\u5e94\u8be5\u8fdb\u884c\u80a1\u7968\u4ea4\u6613\uff0c\u800c\u73b0\u5728\u4ed6\u4eec\u90fd\u52a0\u5165\u4e86\u8fdb\u6765\uff0c\u8fc7\u53bb4-5\u5e74\u7684\u8fd9\u79cd\u73b0\u8c61\u90fd\u662f\u60ca\u4eba\u7684\u201d\u6cfd\u7f57\u8fbe\u662f\u5370\u5ea6\u6700\u5927\u7684\u4f4e\u6210\u672c\u7ecf\u7eaa\u516c\u53f8\u4e4b\u4e00\uff0c\u7ba1\u7406\u7740\u7ea64.5\u4e07\u4ebf\u5362\u6bd4\u7684\u8d44\u4ea7\u3002<\/p>\n

\u6c47\u4e30\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\uff08HSBC Asset Management\uff09\u79f0\uff0c\u81ea2020\u5e74\u4ee5\u6765\uff0c\u5370\u5ea6\u6295\u8d44\u8005\u8d26\u6237\u6570\u91cf\u589e\u957f\u4e86\u4e24\u500d\u591a\uff0c\u8fbe\u5230\u4e861.6 \u4ebf\u4e2a\u30025\u6708\uff0c\u5171\u540c\u57fa\u91d1\u884c\u4e1a\u7ba1\u7406\u7684\u51c0\u8d44\u4ea7\u7ffb\u4e86\u4e00\u756a\uff0c\u8fbe\u5230 59 \u4e07\u4ebf\u5362\u6bd4\uff08\u7ea67060 \u4ebf\u7f8e\u5143\uff09\u3002\u5370\u5ea6\u516c\u53f8\u5f3a\u52b2\u7684\u8d22\u52a1\u8868\u73b0\u4e5f\u4e3a\u5e02\u573a\u63d0\u4f9b\u652f\u6491\u3002\u6fb3\u5927\u5229\u4e9a\u94f6\u884c\u548c\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\u9ea6\u683c\u7406 (Macquarie) \u9884\u8ba1\uff0c\u4eca\u660e\u4e24\u5e74\u5370\u5ea6\u6bcf\u80a1\u6536\u76ca\u5c06\u589e\u957f14%\uff0c\u8d85\u8fc7\u5176\u4ed6\u65b0\u5174\u5e02\u573a\u3002\u5370\u5ea6\u503a\u5238\u4e5f\u53d8\u5f97\u66f4\u52a0\u5bb9\u6613\u83b7\u5f97\u3002\u516d\u6708\uff0c\u6469\u6839\u5927\u901a (JPMorgan) \u9996\u6b21\u5c06\u5370\u5ea6\u653f\u5e9c\u503a\u5238\u7eb3\u5165\u5176\u65b0\u5174\u5e02\u573a\u503a\u5238\u6307\u6570\uff08EMBI Global Index\uff0cGBI-EM\uff09\u3002<\/p>\n

\u6b64\u4e3e\u6709\u671b\u5438\u5f15\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u5916\u8d44\u6d41\u5165\u5370\u5ea6\u3002\u603b\u90e8\u4f4d\u4e8e\u534e\u76db\u987f\u7684\u65b0\u5174\u5e02\u573a\u5bf9\u51b2\u57fa\u91d1\u516c\u53f8Cartica Management\u8054\u5408\u521b\u59cb\u4eba\u6cd5\u5229\u8fbe\u00b7\u5eb7\u5df4\u5854\uff08Farida Khambata\uff09\u8868\u793a\uff1a\u201c\u5982\u679c\u4f60\u6709\u65b0\u5174\u5e02\u573a\u7684\u6388\u6743\uff0c\u4f46\u53c8\u4e0d\u60f3\u56e0\u4e3a\u5728\u4e2d\u56fd\u5e02\u573a\u89c4\u6a21\u8fc7\u5927\u800c\u60f9\u607c\u80a1\u4e1c\uff0c\u90a3\u4e48\u4f60\u7684\u9009\u62e9\u76f8\u5bf9\u8f83\u5c11\u3002\u201d\u201c\u4f60\u53ef\u4ee5\u8fdb\u5165\u5df4\u897f\u7684\u5927\u5b97\u5546\u54c1\u5e02\u573a\uff0c\u4e5f\u53ef\u4ee5\u8fdb\u5165\u97e9\u56fd\u548c\u4e2d\u56fd\u53f0\u6e7e\u7684\u79d1\u6280\u5e02\u573a\u2014\u2014\u7136\u540e\u4f60\u8fd8\u53ef\u4ee5\u8fdb\u5165\u5370\u5ea6\u6df1\u539a\u7684\u56fd\u5185\u5e02\u573a\u3002\u201d\u5eb7\u5df4\u5854\u8ba4\u4e3a\uff0c\u62e5\u6709\u672c\u571f\u6295\u8d44\u8005\u57fa\u7840\u610f\u5473\u7740\u66fe\u88ab\u6469\u6839\u58eb\u4e39\u5229\u79f0\u4e3a\u8fc7\u5ea6\u4f9d\u8d56\u5916\u56fd\u8d44\u91d1\u7684\u201c\u8106\u5f31\u4e94\u56fd\u201d\u4e4b\u4e00\u5370\u5ea6\uff0c\u4e0d\u518d\u90a3\u4e48\u5bb9\u6613\u53d7\u5230\u8d44\u672c\u5916\u6d41\u5bfc\u81f4\u7684\u5e02\u573a\u8c03\u6574\u5f71\u54cd\u3002<\/p>\n

\u201c\u4ee5\u524d\u662f\u2018\u7f8e\u56fd\u6253\u55b7\u568f\uff0c\u4e16\u754c\u5f97\u80ba\u708e\u2019\u7684\u6545\u4e8b\uff0c\u201d\u5979\u8bf4\uff0c\u201c\u73b0\u5728\u6709\u4e86\u56fd\u5185\u7684\u652f\u6491\uff0c\u60c5\u51b5\u5c31\u5b8c\u5168\u6539\u53d8\u4e86\u3002\u201d\u5370\u5ea6\u7684\u8bc1\u5238\u4ea4\u6613\u6240\u8fd8\u63a8\u51fa\u4e86\u65b0\u7684\u884d\u751f\u4ea7\u54c1\uff0c\u5e76\u964d\u4f4e\u4e86\u671f\u6743\u4ea4\u6613\u7684\u6700\u4f4e\u89c4\u6a21\u3002\u8fd9\u79cd\u60c5\u51b5\u52a0\u4e0a\u5bf9\u5feb\u901f\u56de\u62a5\u7684\u9700\u6c42\uff0c\u5bfc\u81f4\u8bc1\u5238\u6563\u6237\u6295\u8d44\u8005\u6570\u91cf\u6fc0\u589e\u3002\u7f8e\u56fd\u94f6\u884c\uff08Bank of America\uff09\u7684\u6570\u636e\u663e\u793a\uff0c\u4eca\u5e74\u5370\u5ea6Nifty 50 \u6307\u6570\u671f\u6743\u7684\u540d\u4e49\u4ea4\u6613\u91cf\u5e73\u5747\u7ea6\u4e3a 1.64 \u4e07\u4ebf\u7f8e\u5143\u6bcf\u5929\uff0c\u8d85\u8fc7\u4e86\u7f8e\u56fd\u6807\u51c6\u666e\u5c14500\u6307\u6570\u7684 1.44 \u4e07\u4ebf\u7f8e\u5143\u3002\u6d77\u5916\u57fa\u91d1\u5df2\u7ecf\u6ce8\u610f\u5230\u4e86\u8fd9\u4e00\u70b9\u3002\u4e00\u4f4d\u5b5f\u4e70\u7684\u6295\u8d44\u94f6\u884c\u5bb6\u8868\u793a\uff0c\u7b80\u8857\u8d44\u672c\u5728\u5370\u5ea6\u53d6\u5f97\u7684\u660e\u663e\u6210\u529f\u201c\u8ba9\u4eba\u4eec\u5750\u4e0d\u4f4f\u4e86\uff0c\u2018\u5728\u5370\u5ea6\u6709\u94b1\u53ef\u8d5a\uff01<\/p>\n

\u2019\u201d\u4f46\u4e5f\u6709\u5206\u6790\u5e08\u62c5\u5fc3\uff0c\u5bf9\u5370\u5ea6\u80a1\u7968\u7684\u65fa\u76db\u9700\u6c42\u53ef\u80fd\u4f1a\u5bfc\u81f4\u5927\u5e45\u56de\u8c03\uff0c\u4ece\u800c\u4f7f\u91d1\u878d\u6c11\u4e3b\u5316\u8fdb\u7a0b\u505c\u6ede\u5e76\u5413\u8dd1\u65b0\u4e00\u4ee3\u6295\u8d44\u8005\uff0c\u5c31\u50cf\u4e8c\u5341\u4e00\u4e16\u7eaa\u521d\u6b27\u6d32\u4e92\u8054\u7f51\u6ce1\u6cab\u7834\u706d\u90a3\u6837\u3002\u7ebd\u7ea6\u5bf9\u51b2\u57fa\u91d1\u7ba1\u7406\u516c\u53f8Farley Capital\u5408\u4f19\u4eba\u5b89\u5fb7\u70c8\u00b7\u65af\u7279\u7434\u79d1\uff08Andrei Stetsenko\uff09\u8868\u793a\uff0c\u201c\u5f53\u4e0d\u53ef\u907f\u514d\u7684\u8c03\u6574\u5230\u6765\u65f6\u201d\uff0c\u5370\u5ea6\u5171\u540c\u57fa\u91d1\u7684\u8d44\u91d1\u6d41\u5165\u53ef\u80fd\u4f1a\u53d7\u5230\u51b2\u51fb\u3002\u4f46\u4ed6\u6000\u7591\u8fd9\u5c06\u4f1a\u7834\u574f\u5370\u5ea6\u7684\u6295\u8d44\u8f68\u8ff9\u3002\u6839\u636e\u6ce2\u4f26\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\uff08Polen Capital\uff09 \u6570\u636e\u663e\u793a\uff0c\u5370\u5ea6\u5bb6\u5ead\u91d1\u878d\u8d44\u4ea7\u4e2d\u6301\u6709\u80a1\u7968\u6216\u5171\u540c\u57fa\u91d1\u7684\u6bd4\u4f8b\u4ec5\u53607%\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u7f8e\u56fd\u548c\u4e2d\u56fd\u7684\u8fd9\u4e00\u6bd4\u4f8b\u5206\u522b\u4e3a50%\u300141%\u3002<\/p>\n

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\u201d7\u6708\u521d\uff0c\u5305\u62ecAngel One\u548cMotilal Oswal\u5728\u5185\u7684\u4e0a\u5e02\u5927\u4f17\u5e02\u573a\u7ecf\u7eaa\u516c\u53f8\u80a1\u4ef7\u4e0b\u8dcc\u3002\u6b64\u524d\uff0c\u5370\u5ea6\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\u53d1\u5e03\u65b0\u89c4\uff0c\u8981\u6c42\u7ecf\u7eaa\u516c\u53f8\u7edf\u4e00\u6536\u8d39\uff0c\u4e14\u4e0d\u56e0\u4ea4\u6613\u91cf\u5927\u800c\u6253\u6298\u3002\u5370\u5ea6\u6700\u5927\u80a1\u7968\u7ecf\u7eaa\u516c\u53f8\u6cfd\u7f57\u8fbe\u7684\u5361\u9a6c\u65af\uff08Kamath\uff09\u8868\u793a\uff0c\u8fd9\u53ef\u80fd\u4f1a\u5bfc\u81f4\u4ea4\u6613\u6536\u8d39\u548c\u6b64\u524d\u96f6\u6536\u8d39\u6a21\u5f0f\u7684\u7ec8\u7ed3\u3002\u76d1\u7ba1\u673a\u6784\u6682\u672a\u56de\u5e94\u7f6e\u8bc4\u8bf7\u6c42\u3002\u5370\u5ea6\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\u7684\u884c\u52a8\u80fd\u5426\u963b\u6b62\u5370\u5ea6\u5e74\u8f7b\u7684\u5e02\u573a\u53c2\u4e0e\u8005\u4eec\u8fd8\u6709\u5f85\u89c2\u5bdf\u3002Cautilya Capital\u7684\u5fb7\u74e6\u7eb3\u666e\u91cc\u4e9a\u8868\u793a\uff0c\u201c\u7531\u4e8e\u5370\u5ea6\u7f3a\u4e4f\u673a\u4f1a\uff0c\u4eba\u4eec\u613f\u610f\u5192\u9669\u201d\uff0c\u4ed6\u8ba4\u4e3a\u5370\u5ea6\u5e74\u8f7b\u4eba\u83b7\u5f97\u7a33\u5b9a\u4e14\u4f9b\u4e0d\u5e94\u6c42\u7684\u653f\u5e9c\u804c\u4f4d\u7684\u53ef\u80fd\u6027\u751a\u81f3\u66f4\u4f4e\u3002<\/p>\n

\u201c\u5f53\u4f60\u53d8\u5f97\u6709\u80fd\u529b\u4e14\u6210\u4e3a1%\u7cbe\u82f1\u4ff1\u4e50\u90e8\u7684\u4e00\u5458\u65f6\uff0c\u4f60\u5c31\u4f1a\u5f00\u59cb\u8d5a\u94b1\u3002\u81ea\u7136\u800c\u7136\u5730\uff0c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u4f60\u4f1a\u6210\u4e3a\u4e00\u540d\u6295\u8d44\u8005\u3002\u201d23 \u5c81\u7684\u963f\u5357\u5fb7 (Anand) \u5e0c\u671b\u52a0\u5165\u8d5a\u94b1\u7684\u884c\u5217\uff0c\u4ed6\u4ece\u5361\u7eb3\u5854\u514b\u90a6\u7ef4\u8d3e\u4e9a\u666e\u62c9\u5e02 (Vijayapura) \u5357\u4e0b300\u591a\u82f1\u91cc\u6765\u73ed\u52a0\u7f57\u5c14\u53c2\u52a0\u6b64\u6b21\u671f\u6743\u5927\u4f1a\u3002\u4ed6\u5728\u7814\u8ba8\u4f1a\u95f4\u9699\u8bf4\uff0c\u201c\u6211\u662f\u4e2a\u7a77\u4eba\uff0c\u4f46\u6211\u6709\u4e2a\u4f1f\u5927\u7684\u4eba\u751f\u68a6\u60f3\u3002\u201d\u4f5c\u8005\u7b80\u4ecb\uff1a\u514b\u91cc\u65af\u00b7\u51ef\uff08Chris Kay\uff09,\u300a\u91d1\u878d\u65f6\u62a5\u300b\u9a7b\u5b5f\u4e70\u8bb0\u8005\uff0c\u8d1f\u8d23\u62a5\u9053\u5370\u5ea6\u5404\u5730\u5546\u4e1a\u548c\u91d1\u878d\u65b0\u95fb\uff1b\u672c\u6770\u660e\u00b7\u5e15\u91d1\uff08Benjamin Parkin\uff09\uff0c\u300a\u91d1\u878d\u65f6\u62a5\u300b\u9a7b\u65b0\u5fb7\u91cc\u8bb0\u8005\uff0c\u8d1f\u8d23\u62a5\u9053\u5357\u4e9a\u65b0\u95fb\u3002<\/p>\n

\u672c\u6587\u7f16\u8bd1\u81ea\u201cFinancial Times\u201d\u7f51\u7ad92024\u5e747\u670818\u65e5\u6587\u7ae0\uff0c\u539f\u6807\u9898\u4e3aThe Young Investors Gambling on Indian Stocks\uff0c\u539f\u6587\u94fe\u63a5\uff1ahttps:\/\/www.ft.com\/content\/398fde10-6e63-4b01-b834-1897d6265dcd<\/a>\u672c\u671f\u7f16\u8f91\uff1a\u5355\u654f\u654f \u9648\u73cf\u53ef<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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