尽管部分投资者对印度的增长前景仍存疑虑,但近期各种迹象显示印度经济正显露周期性复苏迹象。 摩根士丹利亚洲首席经济学家Chetan Ahya领导的分析师团队近日发布报告称,尽管国际贸易紧张局势可能继续拖累亚洲的增长前景,但印度由于其商品出口占GDP比例较低、服务出口强劲以及内需政策支持等因素,有望在亚洲地区表现突出。 Ahya团队指出,关键驱动力在于政策的明显转向——从不必要的财政与货币双紧缩,转向...
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