巴克莱：印巴停火有利于两国风险资产反弹

Core Viewpoint - The ceasefire agreement between India and Pakistan is seen as a positive signal for the markets of both countries, potentially leading to a rebound in risk assets [1] Group 1: Market Impact - The report from Barclays indicates that if both parties adhere to the ceasefire, a relief rebound in risk assets for India and Pakistan is expected [1] - Mitul Kotecha, head of foreign exchange and emerging markets strategy, noted that the ceasefire could alleviate the depreciation pressure on the Indian Rupee and reduce market volatility [1] Group 2: Technical Analysis - A technical analysis suggests that if the USD/INR exchange rate breaks below the 200-day moving average support level of approximately 85.03, it would be a positive signal [1] - The resistance level for the USD/INR is anticipated to be around 86.06 [1]