得益于广泛的经济增长以及对伊朗战争引发的能源供应冲击的韧性，信用评级机构穆迪将截至2027年3月财年的印度增长预测从6.5%上调至7%。
Broad-based economic growth and resilience to the energy supply shock from the Iran war prompted credit rating agency Moody's to raise its India growth forecast to 7% from 6.5% for the fiscal year ending March 2027.
穆迪表示，强劲的消费、改善的投资和稳健的宏观经济基本面应有助于印度在中期维持近7%的增长。以下是一些细节：穆迪称，印度对能源价格冲击的适应情况好于此前预期，得益于其多元化原油和天然气供应的能力，以及通过国有石油营销公司和减税措施缓冲消费者免受即时价格冲击。
Strong consumption, improving investment and sound macroeconomic fundamentals should help India sustain growth near 7% over the medium term, the agency said. Here are a few details: Moody's said that India has adjusted to the energy price shock better than previously assumed, helped by its ability to diversify crude and gas supplies and buffer consumers from the immediate price impact through state-backed oil marketing companies and tax cuts.
根据该机构的报告，高频指标包括强劲的资本货物生产和进口、加速增长的工业信贷以及上升的产能利用率，表明印度可能正处于新一轮私人资本支出周期的开端。
High frequency indicators including robust capital goods production and imports, accelerating industrial credit growth and rising capacity utilization suggest that India may be at the cusp of a new private capex cycle, per the firm's note.
印度经济在4至6月季度同比增长7.8%，大幅超出预测，投资热潮和制造业实力叠加了原本就稳固的消费需求。
India's economy expanded 7.8% year-on-year in the April-June quarter, blowing past forecasts as an investment boom and manufacturing strength added to already-solid consumer demand.
穆迪指出了对印度增长的风险，包括不断上升且扩大的价格压力冲击家庭消费、西南季风不足损害农业产出和农村需求，以及更紧缩的货币政策可能延缓私人投资复苏。
Moody's flagged risks to India's growth from rising and broadening price pressures on household consumption, a deficient southwest monsoon hurting farm output and rural demand, and tighter monetary policy potentially delaying a recovery in private investment.
印度10月通胀数据将于周四公布，路透社调查的经济学家预计总体消费者通胀将升至5.93%，接近该国通胀容忍区间的上限。
India's inflation data for October is due to released on Thursday with economists polled by Reuters anticipating a rise in headline consumer inflation to 5.93%, near the top of the country's tolerance bank on inflation.
印度央行在10月实施了近四年来的首次加息，市场目前预计未来12个月将再加息90个基点。
India's central bank delivered its first rate hike in nearly four years in October and markets currently anticipate another 90 bps of policy tightening over the next 12 months.