別再錯過 五年一次的超IN行情!


上週四(4/11),擁有13億人口的印度展開五年一度的大選,將決定下院543個國會議員席次及總理大位。

為何今年印度大選如此受到關注?除了創下 : 選民最多、規模最大、耗資最多、歷時最長等紀錄,更引發討論的,莫過於就是莫迪(Narendra Modi)能否連任,率領的人民黨(BJP)能否取得絕對多數,均牽動著印度未來五年發展。



去年角逐第90屆奧斯卡最佳外語片獎的印度寶萊塢電影《倔強的牛頓》(Newton),正是一部描繪印度選舉過程,擔任公務員的男主角牛頓,受命前往戰爭邊陲地帶,為了使命完成一場民主選舉,電影凸顯出印度選舉制度及環境下的各種難仍可貴。

無論如何,印度股市已經先讓全球看到選舉行情的狂放,Sensex指數4/2一度站上歷史新高39,000點。但不管是誰當選,拼經濟都是主軸,印度長線發展不停歇,喜歡印度這個神祕國度的投資人可別再錯過五年一次的超IN(INDIA)行情!


 

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Source:
1Source: International Monetary Fund (IMF), GDP based on purchasing power parity (PPP), share of world, 2018. Asia (excluding Australia and New Zealand).
2Source: The Brookings Institution, Wolfensohn Center for Development, “The Unprecedented Expansion Of The Global Middle Class: An Update”, Homi Kharas, February 2017. Others include Central and South America, Sub-Saharan Africa, and Middle East and North Africa. F stands for forecast.
3Source: Sustainable Cities Mobility Index 2017 Bold Moves, Arcadis. Hong Kong tops the Sustainable Cities Mobility Index, while Singapore ranks eighth.
4Source: Euromonitor International, E stands for estimates, data retrieved on 30 August 2018.
5Source: Bloomberg, from 30 June 2013 to 30 June 2018, citing Singapore Department of Statistics (Singapore Retail Sales Total Ex Motor Vehicles Current Prices YoY, Non-Seasonally-Adjusted) and Census and Statistics Department Hong Kong (Hong Kong Retail Sales Value YoY).
6Source: 2018 Asia Pacific Real Estate Market Outlook | Singapore, by CBRE Singapore Research.
7Source: Outbound Chinese Tourism and Consumption Trends: 2017, an online survey with 2,009 residents from Chinese mainland and 613 non-Chinese residents, conducted by Nielsen in December 2017.
8Source: the MasterCard Global Destination Cities Index
9Source: How Global is the Business of Retail? Published by CBRE Research in December 2017.
10Source: Bloomberg, data as at 30 August 2018. *12-month forward dividend yield. Past performance is not necessarily indicative of the future performance. Please note that there are limitations to the use of such indices as proxies for the past performance in the respective asset classes/sector. The historical performance or forecast presented is not indicative of and should not be construed as being indicative of or otherwise used as a proxy for the future or likely performance.
11Source: Bloomberg, Eastspring Investments, data as at 31 August 2018. AUS stands for Australia, SG Singapore, JP Japan, HK Hong Kong.
12Source: Bloomberg, data from 31 August 2003 to 31 August 2018, in US dollars, including Japan and Australia.

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