文章核心观点 - 印度国有银行板块可能吸引高达40亿美元的被动资金流入 若政府将外国机构投资者持股上限从20%提高至49% [1][5] - 尽管基准股指Sensex下跌约150点 但六只BSE PSU银行指数成分股创下52周新高 显示强劲上涨势头 [5] 潜在资金流入分析 - 据Nuvama Institutional Equities报告 提高外资持股上限可能引发约39.8亿美元的MSCI相关资金流入 [1][5] - 潜在资金流入将覆盖六家主要国有银行 包括印度国家银行、巴罗达银行、印度 Punjab National Bank、Canara Bank、印度联合银行和印度银行 [1][5] 个股市场表现 - 印度银行股价创52周新高855.9卢比 当月涨幅约21% [1][5] - 印度 Punjab National Bank股价创52周新高121.45卢比 当月涨幅约12% [2][5] - 巴罗达银行股价创52周新高277.5卢比 当月涨幅约11% [4][5] - Canara Bank股价创52周新高131.8卢比 当月涨幅约10% [5] - 印度国家银行股价创52周新高935.9卢比 当月涨幅约9% [5]

Nuvama’s analysis shows potential MSCI-linked inflows of around $3.98 billion across six major “If there’s any truth to this development, Key beneficiariesIf the FII limit is increased to 49%, SBI could attract about $2,203 million in passive flows, followed by PNB at $355 million, Canara Bank at $305 million, Union Bank at $294 million, Bank of Baroda at $362 million, and Indian Bank at $459 million, as per Nuvama’s estimates.“From a passive flows standpoint, the key impact would come via Live EventsAccor ...