周三发布的印度储备银行(RBI)2025年10月的会议记录显示,随着该国通胀前景变得更加温和,印度利率小组成员已经指出了未来降息的空间。在2025年降息100个基点后,由六名成员组成的货币政策委员会本月早些时候将关键回购利率稳定在5.50%。它保留了“中立”的政策立场,尽管两名成员赞成转向“宽松”。印度储备银行行长桑杰·马尔霍特拉在会议纪要中写道:“由于预测下调,整体和核心通胀的良性前景为进一步支持增长开辟了政策空间。”。9月份,年通货膨胀率降至1.54%的八年低点。央行已将2025-26年的通胀预测从8月的3.1%和6月的3.7%下调至2.6%,同时将GDP增长预测从6.5%上调至6.8%。
The Reserve Bank of India (RBI) minutes from October 2025, released on Wednesday, showed that India’s interest-rate panel members have flagged room for future rate cuts as the country’s inflation outlook turns more benign. The six-member Monetary Policy Committee held the key repo rate steady at 5.50% earlier this month, after cutting rates by 100 basis points in 2025. It retained the "neutral" policy stance, though two members favored a shift to "accommodative." "The benign outlook for headline and core inflation, as a result of the downward revision of projections, opens up policy space to further support growth," RBI Governor Sanjay Malhotra wrote in the minutes. Annual inflation fell to an eight-year low of 1.54% in September. The central bank has revised its inflation forecast for 2025–26 to 2.6%, down from 3.1% in August and 3.7% in June, while raising the GDP growth forecast to 6.8% from 6.5%.