Jefferies预测印度中央银行可能会将利率降低0.5%以提振经济。 Jefferies predicts India's central bank may lower interest rates by 0.5% to boost economy.

Jefferies预测,印度储备银行在现金储备比率最近转向较容易变现和降低50bps后,可能在2025年初将政策利率降低50个基点。 Jefferies predicts the Reserve Bank of India may cut policy rates by 50 basis points in early 2025, following a recent shift towards easier liquidity and a 50 bps reduction in the Cash Reserve Ratio. 此举可能支持增长,但可能暂时将银行收入减少3-8%,特别是公共部门银行的收入。 This move could support growth but may temporarily reduce banks' earnings by 3-8%, especially for Public Sector Banks. 报告还注意到资产质量不断受到压力,特别是在零售贷款和中小企业贷款方面,但预计这些压力将在下一个财政年度缓解。 The report also notes ongoing pressures on asset quality, particularly in retail loans and SME loans, but expects these to ease in the next fiscal year.