Guoabong Investment:In India, "three kills" of stocks and bonds!The panic index has soared by 42%, the National Bank of India, the national thermal power generation, and the national power grid have plummeted by 20%

In India, "three kills" of stocks and bonds!The panic index has soared by 42%, the National Bank of India, the national thermal power generation, and the national power grid have plummeted by 20%

The Indian stock market, which has just reached a record high yesterday, has plummeted today.India’s Nifty Index and India’s Sensex Index are 8%of the Indian rupees and bonds.The exchange rate of the Indian rupee against the US dollar fell below 83.52.

The election results of the Indian election will be officially announced on Tuesday.The preliminary results of votes showed that the coalition government led by Modi may win with a weak advantage. Subsequently, the major Indian stock index fell, and the stocks of state -owned enterprises were sold.

The Indian stock market plummeted by more than 8%on Tuesday, the largest decline in a single -day decline in the past four years.The low point of the market has also directly hit a new low since the end of January, and basically achieved a trading day to a trading day this year.As of press time, the decline has narrowed, but it still declines by nearly 6%, becoming a day when the name and deputy have plummeted.

The Indian VIX panic index once skyrocketed 42%, the largest increase since November 2020, and still rose by 33%as of the press time.

The US dollar against the Indian rupee rose by more than 0.5%. As of the release of 83.5233, it meant that the rupee fell 0.52%against the US dollar, the largest day of a single -day decline since September 6, 2023.India’s 10 -year national bond yield rose 10 basis points to 7.04%.

From the perspective of the Indian stock market and individual stocks, the BSE PSU index that tracks state -owned enterprises has fallen by 14%.Indian oil and natural gas, India’s national thermal power generation, Indian State Grid, and National Bank of India have all reached about 20%.

The stock price of Indian Adida Group also fell by 20%, the largest decline since February 2023.Guoabong Investment

Dragked by the Indian stock market, the Indian Fund LOF (164824) dived in the afternoon, and rose from 1.6%in the morning to more than 3%.Hyderabad Wealth Management

On the previous day (June 3), the Indian Sensex index hit a record high at 3.51%to 76557.94 points. The market value of the Mumbai Exchange has exceeded US $ 5 trillion, up $ 1 trillion in less than half a year.The Rubhered dollar also hit the largest increase in a year.On the day, India’s fiery market conditions also made the Zerodha website one of India’s largest securities firms down. The website once showed that "503 services are unavailable. No server can be used to process requests."

Research reports that the phenomenon of "drumming flowers" is now "drumming"New Delhi Wealth Management

In the 2024 election, Modi brought his "Modinomics" to seek the third re -election and brought India into the "Modi Economics 3.0" era.

The export polls announced on the weekend show that the National Democratic Alliance (NDA) led by the People’s Party (NDA) achieved an overwhelming victory in the 2024 election, and the two major stock indexes on Monday rose sharply on Monday.

However, the voting work began on Tuesday morning brought different news.As of 11:57 Beijing time, of the 311 constituencies that have been announced, preliminary votes showed that the Indian People’s Party might win 153 seats in the House of India, and the main opposition to the Indian National Assembly party will receive 61 seats.

The weak advantage of the Indian People’s Party means that the party’s economic reform in the plan, including increasing expenditure in infrastructure and manufacturing, will face greater challenges.

Zhang Jun, chief economist in India, pointed out in the report that Modi’s wish still continued the previous backgroundLucknow Stock. By strengthening infrastructure construction, development of manufacturing, and improving the business environment, a virtuous circle was formed to enhance residents’ income.

Zhang Jun pointed out that if Modi starts his third term, India may usher in a new round of infrastructure boom. Modi promises to expand the railway network, improve passenger and freight capabilities, rebuild railway stations, and open three new high -speed rail routes.

It should be noted that UBS’s previous research report stated that the phenomenon of "drumming flowers and flowers" in the Indian stock market: on the one hand, it was selling foreign investment, and on the other hand, it was a high net purchase of domestic retail investors.According to UBS’s analysis of the data flow data flow of India’s stock market in the first quarter of this year, Indian retail investors in the first quarter of this year have reached 16.4 billion U.S. dollars through direct purchase of stocks and regular investment plans (SIP), which approached the highest point in recent years.The net outflow of foreign capital reached about 9.1 billion US dollars in the first quarter.

Preliminary data from the Indian State Stock Exchange (NSE) show that the Indian stock market has previously showed a continuous outflow of foreign capital, and Indian domestic capital continues to inflow.Since January 2024, the largest foreign capital outflows, while domestic capital has continued to buy $ 23.1 billion in May.

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