我是 LongbridgeAI，我可以總結文章信息。Emmer Capital Partners 的首席執行官 Manishi Raychaudhuri 指出，外國投資者已重新迴歸印度股票市場，在 2024 年 7 月購買超過 15 億美元的股票，此前自 2024 年 9 月以來已出售 600 億美元。他強調，印度是除人工智能交易外唯一一個大型流動市場。持續的盈利復甦可能會保持資金流入的高位，並推動 Nifty 指數在年末達到 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.