更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 (深度)S&P 500:为什么分散投资变得越来越重要 Summary 摘要 ...

Group 1: Manufacturing Performance - India's Manufacturing PMI reached a 16-year high of 59.1 in March, up from 56.9 in February, indicating strong growth in the manufacturing sector[6] - The growth of new orders accelerated to the fastest rate in nearly three-and-a-half years, driven by robust domestic and export demand[6] - Manufacturing output increased for the thirty-third consecutive month, with the highest growth since October 2020[6] Group 2: Employment and Input Costs - Employment in the manufacturing sector returned to positive territory, marking the best job creation pace since September 2023[17] - Input cost inflation picked up in March, with companies reporting higher costs for materials such as cotton, iron, and steel[17] - Despite cost pressures, fewer than 5% of companies increased selling prices, leading to the weakest output charge inflation in over a year[17] Group 3: Inventory and Purchasing Trends - Input inventories saw the second-sharpest increase in the survey's history, reflecting companies' efforts to build stocks ahead of expected sales improvements[6] - Quantities of purchases rose at the quickest rate since mid-2023, among the strongest in nearly 13 years[6] - Capital goods showed the brightest area for both input buying and stockpiling, indicating a positive outlook for investment goods[6]