巴克莱：预计印度央行12月基调偏宽松，或2026年放宽政策

Core Insights - Barclays has adjusted its expectations for the Reserve Bank of India's interest rates, no longer anticipating a rate cut in December due to unexpectedly strong GDP data for the second quarter [1] - The bank believes that India's growth may have peaked, with a potential slowdown in growth rates in the second half of the year compared to the first half [1] - Barclays expects the tone of the Reserve Bank of India's policy statement in December to be accommodative [1] - The bank hopes for a potential trade agreement with the U.S. to be reached by the end of the year [1] - However, if the 50% tariff concerns from the U.S. persist until after 2025, further policy easing in 2026 cannot be ruled out [1]