近期印度卢比贬值的分析及展望

An analysis of Indian Rupee depreciation and its outlook

近一日寸期，市场对印度发生金融危机的忧虑加深。文章分析指出，美联储退出量化宽松（OE）货币政策的预期是印度金融市场动荡的导火索，但印度自身的经济结构性问题才是根本原因。短期看，市场的恐慌式下跌尚不足以演变成金融危机。中期看，印度经济金融前景仍不明朗，能否保持政局稳定和推行成功的经济结构改革显得尤为迫切。

Recently, market concerns over the potential financial crisis in India have been growing. The article states that expectation of the Fed＇s tapering off QE is only a trigger of financial market turmoil in India, while the root lies in structural weakness in India＇s economy. In the short term, the market panic will not evolve into an imminent financial crisis. However, the mid-term prospect is uncertain, and it is critical and imperative for India to achieve political stability and success in structural reform.