PIMCO:印度央行本轮加息幅度预计约75个基点,市场定价或偏激进

格隆汇
3 hours ago
全球债券管理机构品浩(PIMCO)表示,目前对印度资产持中性观点,并预计印度央行(RBI)将在当前紧缩周期中累计加息75个基点。PIMCO亚洲投资组合经理兼董事总经理Stephen Chang表示,印度经济增长依然保持强劲,但食品和能源价格带来的通胀风险正在重新出现。印度央行上周将基准利率提高至5.50%,这是近四年来首次加息,同时将政策立场调整为“有序收紧”,释放出未来可能继续加息的信号。Chang表示:“我们仍预计印度央行将进一步收紧政策,但我们认为最终调整幅度更接近75个基点,而不是市场目前定价的约100个基点。”他没有明确说明这一轮加息将在多长时间内完成。

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