我是 LongbridgeAI，我可以总结文章信息。Emmer Capital Partners 的首席执行官 Manishi Raychaudhuri 指出，外国投资者已重新回归印度股票市场，在 2024 年 7 月购买超过 15 亿美元的股票，此前自 2024 年 9 月以来已出售 600 亿美元。他强调，印度是除人工智能交易外唯一一个大型流动市场。持续的盈利复苏可能会保持资金流入的高位，并推动 Nifty 指数在年末达到 25,500–26,000
Manishi Raychaudhuri, CEO of Emmer Capital Partners, says foreign investors have returned to Indian equities after selling roughly $60 billion since September 2024, buying more than $1.5 billion in July as India stands out as the only large, liquid market beyond the AI trade. He adds sustained earnings recovery could keep inflows elevated and lift the Nifty toward 25,500–26,000 by year-end.