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印度大选 黄金走势何去何从?

关键字:印度大选

近日,印度大选激战正酣,作为一个黄金需求大国,好像这次选举和黄金无关有点奇怪。

民调显示,和印度黄金行业比较亲密的莫迪有望当选总理,不过他这次竞选纲领里没有提到黄金,这让人有些失望。

不过基于印度的国情,放宽黄金进口可能是大势所趋。印度人进口黄金是用于首饰和化妆品,从这点来看无可厚非。

而从现在的情况来说,印度的黄金进口量从2013年5月的77亿美元下降到今年1月的14亿美元,印度民间一直在呼吁印度现政府是否限制黄金进口“过火”了?

从印度政府要遏制经常账户赤字印度2013至2014年的经常账户赤字预计为350亿美元,也就是GDP的大约2%,这较2012年至2013年的882亿美元及4.8%的GDP相比,有很大下降。

所以,印度完全没有理由继续限制黄金进口。当然作为一名政客,莫迪向来不当出头鸟,如果此时大张旗鼓的将放松黄金进口作为竞选纲领中的一条,难免会被政敌攻击,成熟的政客总是要等待时机成熟了之后(当选总理)再施展谋略。

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