随着物价压力扩散，印度央行大概率将在接下来的多次会议上持续加息，加入全球收紧货币政策的周期。
高盛、渣打、德意志银行、摩根士丹利等越来越多机构的经济学家预测，印度储备银行将在12月4日的下次议息会议上继续加息25个基点。部分机构预计2027年上半年还将再加息50个基点，政策利率将由当前5.5%升至6.25%，创两年新高。
届时印度基准利率将跻身亚洲最高水平之列。就在不到一年前，市场还普遍预期印度央行会降息，通胀前景恶化速度超出预期。
报道称，印度央行周三实施近四年首次加息，并将政策立场转为“审慎渐进式紧缩”，释放通胀已全面扩散的早期信号，市场对后续持续加息的预期随之升温。
高盛分析师桑塔努・森古普塔表示，该行衡量印度央行政策基调的指标显示，相比8月，央行表态的鹰派程度显著增强。他预计后续至少还有75个基点的加息空间，理由是经济增长韧性较强、物价压力全面扩散，且厄尔尼诺或将在2027年进一步推高食品通胀。
花旗的萨米兰・查克拉博蒂目前也认为，累计加息75个基点的可能性上升。
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