摩根大通:印度经济的“短期亢奋”,警示印度储备银行加息需谨慎

智通财经
3 hours ago
【摩根大通:印度经济的“短期亢奋”,警示印度储备银行加息需谨慎】摩根大通的贾汉吉尔·阿齐兹表示,印度经济当前的繁荣或是此前刺激政策带来的“短期亢奋”,这一效应终将消退。印度储备银行今年或首次加息25个基点,但阿齐兹对后续加息路径并无十足把握。阿齐兹警示,市场计价的加息次数可能过多;金融环境收紧或将同时压制企业投资与居民消费。

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