机构:能源压力下印度通胀风险料偏向上行

格隆汇
Jul 14

瀚亚投资在报告中表示,由于能源价格上涨和季风条件减弱,印度的通胀风险可能偏向上行。印度央行可能会在本季度晚些时候或第四季度将其政策利率上调25个基点。瀚亚投资认为,只有当企业停止下调盈利预期且卢比企稳时,印度股市才能表现强劲。

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