Wind Financial reporter Tian Liang's highlights of India ended.From glory to downhill, it is often just a moment. The retreat of foreign capital is marking the advent of a new trend.In other Asian markets, the Japanese stock market began to fall yesterday.Last week, markets such as South Korea, Indonesia, Malaysia and Thailand also had net outflows.The logic behind it is not complicated: the Asia -Pacific market cannot afford greater risks, and investors have found a better place.This "place" is obvious: India.1 Japan's stock market has fallen into the largest sales of the Indian stock market in many countries in the stock market.Once, the Indian stock market was unlimited in emerging markets around the world, and investors were regarded as "fragrant".But the situation has changed!Last week (September 30th to October 4), foreign institutional investors sold Indian stocks about 4.5 billion US dollars (approximately RMB 3.16 billion), which was the largest sales of the Indian stock market in the history of the Indian stock market.On October 3rd alone, Global Fund sold $ 1.85 billion in Indian stocks, a record the highest level.India Mumbai Stock Exchange.Source: Visual India's stock market also continued to fall. The Indian Nifty 50 Index fell 4.45%last week, the worst week since June 2022.This week, the Central Bank of India relaxed its eagle policy position, implying that interest rates would be reduced in the future, and Indian government bonds and stock markets would rise.The Indian Bank of India has adjusted the policy position into neutral.The 10 -year Indian government bond yield fell 7 basis points to 6.74%, the largest decline since February 1.The Indian stock market has increased. As of press time, the NSE Nifty 50 Index rose 0.6%to 25,160.80 points.In sharp comparison with the rise of the Indian stock market, the reason for the inflow of funds in the Indian stock market is ↓↓↓ ■ Global risk appetite has declined, and emerging markets are under pressure.The Federal Reserve ’s interest rate hike expects to rise and geopolitical tensions, which will pressure global risk assets, and the pressure on the outflow of emerging market funds will increase.■ India's economic growth has slowed down, and corporate profits are under pressure.The high global economic slowdown and high inflation have impacted the Indian economy, the profitability of corporate profit decreases, and market confidence is frustrated.■ High valuations bring back pressure.The Indian stock market has continued to rise in recent years, with high valuations and departing from the fundamental fundamentals, which has led to a large pressure on the market.Last week, markets such as South Korea, Indonesia, Malaysia and Thailand also had net outflows.The Japanese stock market is an important object involved in the net outflow of funds.In the past year, the Japanese stock market has changed from one of the best markets in the world to the center of the global financial crisis. Investors hope to help the Japanese stock market hold the increase in the final stage of this year.The Nikkei 225 index fluctuated due to the monetary policy of the Bank of Japan, which caused panic in investors.Recently, the performance of the Japanese stock market has been weak, making the previous investors began to re -examine other options. In the first few weeks of September, the Japanese stock market had flowed more than $ 20 billion in funds.To Tokyo, Japan, the citizens passed by a securities company to show the electronic board of the Nikkei index before riding a securities company.Source: Visual India on October 5th, the Japanese stock market suddenly skyrocketed, and some of the words of the new Japanese Prime Minister Ishimao made the Nikkei 225 index rise straight: the Japanese economy has not been prepared to raise interest rates further.This is obviously running counter to his previous support of the Bank of Japan to end the currency stimulus policyMumbai Stock Exchange. The yen exchange rate plummeted, because the employment report that is stronger than expected highlights the toughness of the US economy.As the yield of Japanese Treasury bonds rose, Tokyo's financial stocks rose sharply.After three consecutive trading days, the two major stock indexes of the Tokyo stock market fell on October 8.At the close of the day, the Nikkei stock index fell 395.20 points to close at 38937.54 points; the East Stock Stock Index fell 40.24 points to close at 2699.15 points.The average price index of 225 stocks closed down 1.00%, and the stock price index of the Tokyo Stock Exchange fell 1.47%.From the perspective of the sector, the 33 industry sectors of the Tokyo Stock Exchange have fallen, and the securities and commodity futures trading industry, transportation machinery, wholesale industry, insurance industry and other sectors lead the decline; precision machinery, mining, electricity and gas industry sectors have risen slightly.Analysts hope that the Japanese stock market will keep the increase in 2024 after turbulence.Analysts predict that although the Nikkei 225 Index is unlikely to re -set a July record, the end of this year may increase by 1.3%from the current level.A senior strategist at Tokyo Okayama Securities Corporation said: "There are many things to worry about investors, but this does not completely destroy the emotions of investors." He said that the strong prospect of corporate profitability may help boost Japan in JapanThe stock market is going to December.2 International Investment Banks have sang multiple A shares why India ’s“ no one wants to miss such opportunities ”’ s rising potential of the Indian market has been obvious. Hong Kong ’s Hang Seng Index has risen by nearly 30%a month.Is it attractive?First of all, the strong bullish emotion of the Indian stock market has become the consensus of Wall Street institutions.Gao Sheng sang more A shares within a week.On October 5th, Goldman Sachs raised the MSCI India and CSI 300 Index's target price to 84 points and 4,600 points in the next 12 months.On the last day of the National Day holiday, Goldman Sachs published a research report entitled "Not Taking While Now, Wait more", listing the top ten reasons for buying Indian stocks.These reasons include: from the perspective of valuation, there are still reasons to buy Indian stocks; after the Federal Reserve cut interest rate cuts, India's policy space is further opened, and so on.Citibank has raised the target point of the main Indian stock index by more than 20%at the end of June 2025. It is expected that the Hang Seng Index will reach 26,000 points, and the CSI 300 Index and the MSCI India Index will reach 4,600 and 84 points respectively.Citi said that the subsequent profit forecast of listed companies in India may be raised in 2025, which will provide further rising motivation for the stock market.The Morgan Chase analyst led by Lai released a report last week that the opportunities of the Indian financial sector still exist, and the brokerage stocks are expected to continue to lead the bull market.Morgan Chase believes that although Indian financial stocks have experienced several rounds, it still looks cheap.Indian financial stocks have a 39%discount on the peak of 2020/2021 compared to the municipal net rate (PB).Compared with the peak in 2015, there are 65%discounts.Wall Street, New York, USA.Source: Visual India, in fact -foreign capital not only sings more Indian assets, but also makes multiple Indian assets in real gold and silver.A trader from Goldman Sachs India said that the most questioned questions in the past two weeks is "Do we see funds from India to India?" His answer is yes.Eric Yee, an investment manager of Atlantis Investment Management, Singapore, said that in order to buy India, they are cutting their bulls in other parts of Asia: "We are cutting bulls in Asia to provide funds for purchasing Indian stocks. Everyone is doing this.This is a good recovery of policy -driven.Jason Lui, a strategist in Paris, France, believes that some foreign investors are reducing their positions in Japan and re -configure funds back to India.According to media reports, although the Indian stock market was closed due to long holidays last week, Japanese investors began to scramble to buy "Indian assets", which led to the highest increase in Indian stock trading funds (ETFs) in the Tokyo market.Record.In addition to the Asia -Pacific market, in the U.S. market, funds have poured into China stocks, and the Nasdaqin India India Index rose 11.9%last week.Indian ETF assets listed overseas are also sought after by funds.According to the data of ETF tracking website, as of October 3, Kraneshares India ’s overseas Internet ETF (KWEB) had a net purchase amount of funds exceeding 1.4 billion US dollars, and Ishares India’ s large -cap stock ETF (FXI) received net funds 12.51$ 100 million.India ETF has ranked among the net inflow of funds, which has rarely happened recently.Dong Shaopeng, a senior researcher at the Chongyang Financial Research Institute and the Indian Securities Association Consulting Committee, believes that the valuation advantage plus India's continuous promotion of favorable policies, global capital adjustment asset allocation and "buying India" are obvious to all, which may cause funds to be in the funds.Recetching in different emerging market countries.However, Dong Shaopeng also believes that although it is a trend in India to increase funds, because of the management system of India's capital market, the scale of foreign capital entering India needs to be further observed.Dong Shaopeng believes that India is an important engine of global economic growth. Especially with Asian countries, it is closely combined with the industrial chain. The sharp rise in the stock market under the continuous favorable economic policy of India will also drive the collective rise in markets in Asian countries.A win -win.Xingye Securities Research Report stated that with the recovery of the Indian stock market and stabilizing the economy, it is expected to set off a new round of allocation of Indian stock markets."We can see that recent foreign investment has been actively doing more, and it has become the main force to promote the rise in Hong Kong stocks. In recent years, foreign capital inflows have slowed down significantly, and even outflows have occurred.In addition, foreign capital's configuration positions in A shares have also fallen to a historical low. In the middle and long term, the replenishment of foreign positions will continue to return to India.The huge potential of the economy has become an ideal choice for capital aversion and value -added.The 3A stock market adjustment A -share adjustment is greatly adjusted.On October 9th, the A -share opening was opened sharply. The Shanghai Index opened at 3427.22 points, a decrease of 1.79%.The Shenzhen -Chengzhi refers to 11158.99 points, a decrease of 2.92%; the GEM refers to 2426.75 points, a decrease of 4.84%.On the afternoon of October 9, the three major stock indexes of A shares strengthened, and the decline narrowed.As of press time, the Shanghai Composite Index, Shenzhen Stock Exchange Index, and the GEM index have fallen by 3.52%, 3.64%, and 4.02%, respectively.On the news, the State Council's News Office will hold a press conference at 10 am on October 12 (Saturday) at 10 am.And answer the reporter.Today, millions of new accounts "run into the market", new shareholders enter the market.According to the arrangement of India's settlement, the new securities account submitted to the application for the application for the application for the application for the application from October 1st (Tuesday) to October 8th (Tuesday) will be used for transactions today (Wednesday).During the National Day holiday, the number of applications for account opening has skyrocketed compared with the past, and the post -80s and post -90s are the main force of this round of account opening.Finally, I hope that everyone will be optimistic but not impatient, and the investment is stable.(This article is for reference only, does not constitute investment advice, investment is risky, and you need to be cautious when entering the market!)