Adani Luv Muag Zaj Dab Neeg Tsis Muaj Teeb Meem Rau Is Nrias teb Tshuag Lag Luam

Adani Group, lub tuam txhab tuav Indian uas tau nqis peev ntau hauv kev lag luam hluav taws xob rov qab los tsev, yog lub hom phiaj kawg ntawm kev lag luam tawm tshiab luv luv muag. Nws yog teeb meem, tab sis, tsis yog Is Nrias teb cov teeb meem. Cov neeg lag luam yuav tsum tsis txhob xav txog qhov no Indian version ntawm lub "Evergrande" vaj tse nyob ua ntej nyob rau hauv Suav.

Hauv BlackRock'sBLK
iShares MSCI Is Nrias teb (INDAINDA
) pauv pauv nyiaj, Adani cov tuam txhab, uas yog Adani Total Gas (1.1%), Adani Enterprises (1.08%), Adani Transmission (0.77%), Adani Green Energy (0.65%), Adani Ports (0.43%) thiab Adani Power ( 0.26%), tag nrho cov tsim tsawg dua 4% ntawm cov nyiaj. Nws tsis yog ib qho kev tuav tuav hauv lub Wisdom Tree India Cov Nyiaj Tau Los (EPI). EPI thiab INDA tau tsiv zoo nkauj heev hauv kev kaw haujlwm hauv 12 lub hlis dhau los. Piv txwv li, Adani Enterprises yog lub tsheb ciav hlau khiav. Nws tau nce 79% nyob rau xyoo tas los thaum ob qho tib si Is Nrias teb ETFs nqis los ntawm 8.8%. Ob xyoos dhau los, Adani Enterprises zoo li Indian bitcoin, nce 470.9% - uas yog, qhov tseeb, zoo dua bitcoin (-32.4% tshaj ob xyoos).

Tuam Tshoj tus Evergrande shares tau nres los ntawm kev lag luam lub Peb Hlis kawg. Tuam Tshoj cov khoom lag luam tau poob rau ntawm cov xov xwm ntawd, tab sis Zero Covid txoj cai muaj ntau yam ua rau lub khw muag khoom tu siab tshaj Evergrande. MSCI Tuam Tshoj thiab CSI-300 Index, uas ntsuas Shanghai thiab Shenzhen cov ntawv teev npe, tau nce txij lub Kaum Hli.

Lub sijhawm no, txhua tus paub tias txhua qhov Adani fuss yog dab tsi.

Adani lub meteoritic nce ob peb xyoos dhau los yog tus chij liab rau qee tus. Namely, Hindenburg Research, ib lub tuam txhab tshawb fawb me me hauv New York City. Lawv hais kom cov neeg siv khoom pov tseg lub tuam txhab cov khoom lag luam rau hnub Monday, hais tias Adani tab tom khiav "kev koom tes nrog". Lawv daim ntawv tshaj tawm tau tshaj tawm ntawm Jan. 24.

Hauv lawv daim ntawv tshaj tawm ntev (ua tiav nrog 68 cov lus hauv qab), Hindenburg cov kws tshuaj ntsuam tau hais tias Forbes-listed billionaire Gautam Adani, tus tsim thiab Thawj Tswj Hwm ntawm Adani Group, tau ua kom muaj nuj nqis kwv yees li $ 120 nphom, ntxiv ntau dua $ 100 nphom hauv peb lub xyoos dhau los "loj heev los ntawm cov nqi khoom lag luam txaus siab hauv pab pawg xya lub tuam txhab npe."

"Txawm hais tias koj tsis quav ntsej qhov kev tshawb pom ntawm peb qhov kev tshawb nrhiav thiab coj nyiaj txiag ntawm Adani Group ntawm lub ntsej muag, nws xya lub tuam txhab tseem ceeb muaj 85% downside nkaus xwb los ntawm lub hauv paus tseem ceeb vim muaj txiaj ntsig saum ntuj ceeb tsheej," cov kws sau ntawv sau.

Hnub Sunday, Adani tau teb nrog cov lus teb ntev dua rau Hindenburg tsab ntawv ceeb toom - hu lawv "Madoffs of Manhattan" thiab tias tsab ntawv ceeb toom tsis yog "tsis muaj dab tsi tab sis yog lus dag."

Nws yog 413 nplooj ntawv yog tias koj yog tus nyeem ntawv ceev thiab muaj peb lub martini noj su.

Adani: Loj dhau los ua tsis tiav?

Hindenburg muaj lub ntsiab lus. Thaum nws los txog rau kev ntsuas, Adani cov khoom yog tawm ntawm cov saw hlau.

Peb txhua tus paub tias lub zog ntsuab yog txhua qhov npau taws, tab sis yog Adani Green Energy tiag tiag 353 lub sij hawm tom qab 12 lub hlis khwv tau? Cov khoom lag luam poob 20% hauv Is Nrias teb hnub Monday.

Tab sis, yog tus tswv ntawm Adani txoj kev sib txuas hauv Delhi, thiab qhov tseeb tias nws yog ib tus neeg ua si hauv txhua lub zog tseem ceeb thiab kev lag luam hluav taws xob, lub tuam txhab no tej zaum yuav "tsis txawv dhau," hais tias Shumita Deveshwar, tus thawj coj ntawm Is Nrias teb tus kws lag luam rau TS Lombard hauv Delhi. .

Adani yog vim muaj kev kho loj, tab sis Is Nrias teb kev lag luam kev ncaj ncees, uas tau txais txiaj ntsig zoo li kev ua si ntawm Tuam Tshoj Zero Covid kaw raws li cov tub ua lag luam nyuam qhuav tso nyiaj rau hauv kev lag luam uas yuav mus ua haujlwm txhua hnub uas tsis yog Tuam Tshoj txoj kev mob kis thoob qhov txhia chaw, tsis mus. poob vim qhov no.

Deveshwar hais tias "Cov neeg ua lag luam tshuaj xyuas cov khoom lag luam Indian yuav nce ntxiv, tab sis ntawm kev tswj hwm kev lag luam, Is Nrias teb zoo dua li cov lag luam tawm tshiab," Deveshwar hais. Ib Indian kev tswj hwm kev tswj hwm tus qhab nia tsim los ua ke nrog International Finance Corporation thiab Bombay Tshuag Txauv pom tias cov qauv ntawm cov tuam txhab Indian loj tau txhim kho. Adani tsis yog tus qauv.

Ntawm qhov loj dhau-rau-ua tsis tiav, Adani tau txais kev txhawb nqa los ntawm tsoomfwv Narendra Modi. Modi tseem nrov heev hauv Is Nrias teb.

Modi cov npe nrov yog nyob rau hauv lub ntiaj teb no siab tshaj plaws rau cov thawj coj nom tswv, thiab Hindu nationalist fervor khiav siab - ib tug bandwagon uas Adani tau dhia rau, raws li Hindenburg txoj kev coj.

Adani qhov teeb meem tsis yog teeb meem Is Nrias teb, txawm tias Is Nrias teb tuaj yeem coj nws ntawm lub puab tsaig hauv lub sijhawm luv. Rau Deveshwar, "kev lag luam yuav ruaj khov nyob rau lub hlis tom ntej."