美国银行警告称,卢比疲软现在对印度经济构成五个渠道的威胁。美国银行警告称,卢比的大幅贬值正在引发五个渠道的宏观冲击,影响情绪、增长、通货膨胀、外部平衡和财政状况。随着资本流动的减弱和印度储备银行的大力干预,人民币的下跌可能会持续下去,即使策略师预计,如果情况稳定,2026年人民币将适度升值。
Rupee weakness now a 5-channel threat to India's economy, BofA warns.Bank of America has warned that the rupee's sharp depreciation is triggering a five-channel macro shock affecting sentiment, growth, inflation, external balances and fiscal finances. With capital flows weakening and the RBI heavily intervening, the currency's slide may persist, even as strategists expect moderate appreciation in 2026 if conditions stabilise, it added.