亚洲经济分析 - 印度 2026 展望：政策托底缓冲增长压力-Asia Economics Analyst_ India 2026 outlook_ Policy Put to Cushion Growth

6 January 2026 | 9:13PM IST Economics Research ASIA ECONOMICS ANALYST India 2026 outlook: Policy Put to Cushion Growth Proactive policy pivot: With steep US tariffs, prior fiscal consolidation and macro-prudential tightening in CY24, Indian policymakers decisively pivoted to support growth in CY25. Financial conditions eased through a combination of a 125 basis point policy rate cut, benign liquidity, regulatory relaxations for banks, and a weaker exchange rate. Central government fiscal consolidation moder ...