印度经济在26财政年度第3季度出现反弹,其驱动力是减息、刺激以及私人投资和汽车销售激增。 India’s economy rebounds in Q3 FY26, driven by rate cuts, stimulus, and surging private investment and auto sales.

据Motilal Oswal称,印度的国内消费在26财政年度第3季度将出现反弹,刺激了私人资本支出的强劲复苏。 India's domestic consumption is set to rebound in Q3 FY26, fueling a strong recovery in private capital expenditure, according to Motilal Oswal. 印度储备银行的100个基点利率削减和9万亿卢比流动性注入,再加上财政刺激和监管改革,在2025年9月刺激了34%的汽车销售。 The Reserve Bank of India’s 100 basis point rate cut and Rs 9 trillion liquidity infusion, along with fiscal stimulus and regulatory reforms, have boosted auto sales 34% in September 2025. 26财政年度后半期,在电力、石油和天然气、电信和国防的结构性增长的推动下,私人投资预计将加速。 Private investment is expected to accelerate in the second half of FY26, driven by structural growth in power, oil & gas, telecom, and defense. 公司债务的发行十年来首次超过还债额,表明人们有信心。 Corporate debt issuance has surpassed repayments for the first time in a decade, signaling confidence. RBI预测,FY26国内生产总值为6.8%,如果美国放宽关税,可能上升到7%。 The RBI forecasts FY26 GDP at 6.8%, potentially rising to 7% if U.S. tariffs ease.