--- title: "印度储备银行表示，亚洲危机在短期内对经济增长和通货膨胀构成风险" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/288024185.md" description: "印度储备银行的年度报告强调，尽管增长前景积极，但持续的地缘政治紧张局势和高企的能源价格对增长和通胀构成短期风险。预计印度银行系统将保持韧性，但供应链中断可能会影响企业盈利。报告强调需要持续评估发展情况以指导政策应对，同时指出健康的资产负债表和政府资本支出将支持投资和增长势头" datetime: "2026-05-28T22:59:53.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288024185.md) - [en](https://longbridge.com/en/news/288024185.md) - [zh-HK](https://longbridge.com/zh-HK/news/288024185.md) generator: "portal-rs" --- # 印度储备银行表示，亚洲危机在短期内对经济增长和通货膨胀构成风险 The ongoing geopolitical tension, which has resulted in elevated energy prices, poses a risk to growth and inflation in the short run, even as the growth outlook remains positive, the Reserve Bank of India's annual report for 2025-26 said. Furthermore, even if the Indian banking system is expected to remain resilient, lingering geopolitical tensions and supply chain disruptions may pose near-term risks to corporate earnings and the performance of loan portfolios. The report said that though the Indian economy exhibited resilience in 2025-26 amid several external headwinds, the growth outlook remains positive going forward. At the same time, the West Asia conflict and the attendant risks of elevated energy prices, supply chain disruptions, financial market volatility, uncertainty surrounding global trade policies and weather-related disruptions could pose headwinds to growth and inflation in the short run. RBI said that in such uncertain times, continuous assessment of evolving developments is warranted to frame the appropriate policy response on an ongoing basis. On the positive side, healthy corporate and bank balance sheets, the government's continued thrust on capital expenditure and the implementation of trade agreements with key partners are expected to sustain investment and growth momentum, the report said. The report noted that the Indian banking system is expected to remain resilient, supported by prudent regulatory reforms, stable credit growth and adequate capital buffers. “On balance, supported by sound fundamentals and healthy balance sheets, the domestic financial system has sufficient buffers to withstand adverse shocks,” it said. Elevated sovereign yields may also exert pressure on financial institutions' investment portfolios, the report said. “Domestic bond yields could face upward pressure if the global monetary easing cycle stalls or reverses in response to persistent oil price shocks amid fragile conditions in the Middle East,” it said. “However, the government's commitment to fiscal consolidation, along with the liquidity injection measures by the Reserve Bank, is expected to contain the upward pressure on yields,” it added. ### 相关股票 - [IMVP.US](https://longbridge.com/zh-CN/quote/IMVP.US.md) - [INDY.US](https://longbridge.com/zh-CN/quote/INDY.US.md) - [INDA.US](https://longbridge.com/zh-CN/quote/INDA.US.md) - [02836.HK](https://longbridge.com/zh-CN/quote/02836.HK.md) - [EPI.US](https://longbridge.com/zh-CN/quote/EPI.US.md) ## 相关资讯与研究 - [数据显示，在美伊地缘政治僵局中，霍尔木兹海峡航运流量未现增长](https://longbridge.com/zh-CN/news/296425786.md) - [地缘政治风险需要摆脱 ‘晚宴演讲者’ 的影响：欧亚集团和力拓的多米尼克·巴顿](https://longbridge.com/zh-CN/news/296401596.md) - [中东的地缘政治动荡提升了 OSI 系统的运营和财务风险](https://longbridge.com/zh-CN/news/296693360.md) - [Best 的市场细分报告：尽管环境动荡，欧洲 “四大” 再保险公司仍然维持其利润目标](https://longbridge.com/zh-CN/news/296443717.md) - [精确射线公司：成本改进超出预期目标，但产品收入下降，并且 2027 年的指导意见被搁置](https://longbridge.com/zh-CN/news/296395300.md) --- > **免责声明: 本文仅供参考，不构成任何投资建议。**