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印度人民党领袖莫迪大选完胜

关键字:印度大选

印度人民党领袖以30年来最大的一场选举胜利,击败执政的国大党,结束了尼赫鲁-甘地王朝,且在印度由联合政府执政25年后,首次出现了一个议会多数政府。莫迪赢得一边倒的胜利,可以为他提供足够空间,推进现任总理辛格在23年前开始而最近几年陷入停滞的改革。押注莫迪获胜,外资已经在过去六个月中向印度股市和债市投入逾160亿美元,目前持有孟买交易所上市股票逾22%的市值,摩根士丹利估计这差不多是2,800亿美元。

穆迪主权评级分析师Atsi Sheth表示,在评价印度的主权信用状况时,重点将放在印度新政府如何将财政赤字降至可持续的水平“一个对印度信用评级有利的因素是,该国是否能够将财政赤字/GDP之比从目前逾4%的水平大幅降下来,”Sheth在接受路透的电话采访时表示。穆迪目前给予印度的评级为”Baa3″,为投资级别评级中最低的,将其评级展望定为”稳定“。

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