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發表於 2008-1-17 19:44:57
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原帖由 flyzhang 於 2008-1-17 06:12 PM 發表
如果你有朋友在印度,你可以问下。如果没有你可以去网上找找。谢谢。
在路透社網上都可找到~~
因為今天我都有看過有關報導,指出金店很清靜,有的都是在拿金飾來格價.
報導指人們把賣金的錢都寧願投放到本土的股票市場中
但這只代表印度人的資金取向!要自己來衝量....
Today, in a far more worrisome piece from Reuters India we learn that Indians may actually be shifting out of gold and into equities. Heresy? Foolishness? The writer, for one, has a long-standing respect for the investment savvy of Indian and Chinese investors when it comes to value consciousness and asset preferences. Wonder how the hyper crowd will interpret this news, given that they had
pinned their ultra-loud hopes on these very buyers for some time now... Anyway, here goes:
As global investors dump stocks in a flight to safety that has whipped gold prices to a series of record highs, Indians are doing just
the opposite. In a nation that buys a third of the world's gold output, even bullion dealers are selling the stuff in hopes of a seventh year of stock market gains, a trend that could cause gold's record run to above $900 an ounce this year to stumble.
Far removed from gloomy global peers who are bracing for a U.S. recession, Indians increasingly see limited upside for gold after last
year's rise of more than 30 percent, and are ready to shift more of their savings from jewellery toward a stock market that notched up over 40 percent gains for three years running.
"I, myself, have sold gold and invested in the equity market," Pawan Choksi, a bullion dealer based in Ahmedabad, told Reuters. "I
am restructuring my portfolio."
"Who will take a chance with gold at these levels?" he said. "Maybe there will be a correction."
Earlier this decade, most Indians preferred gold to a share market that they viewed as dominated by speculators and saddled with
companies that had dubious earnings potential. The shift, though slow, is already taking its toll on gold. Imports by India fell as much as a fifth last year and are likely to tumble again this year if prices stay high, says Suresh Hundia, president of the Bombay Bullion
Association.
"Imports have virtually come to a standstill in the last 20 days because of the high prices," he told Reuters on Tuesday. |
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