印度央行利率制定小组的成员Kumar表示，如果全球油价保持在每桶70美元附近，印度今年经济增长可能超过7%，高于印度央行目前的预测。Kumar表示，中东地缘政治紧张局势的缓和有望改善印度的前景，降低通胀和增长两方面的风险。这一重新评估与大约三周前形成鲜明对比，当时印度央行以中东冲突不确定性加剧为由，将截至2027年3月年度的增长预期下调至6.6%。Kumar称，美伊和平谈判的后续进展已降低了对霍尔木兹海峡石油供应的担忧，可能促使印度央行在仅仅一次政策会议内就修订其预测。印度约90%的石油需求依赖进口，对全球能源价格波动高度敏感。印度央行将在定于8月5日举行的下一次货币政策审查中发布最新预测。Kumar表示，央行届时也可能将当前财年5.1%的通胀预测下调至4%的目标以内。
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