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India’s ‘Sugar High’ Warrants Caution on RBI Hikes, Aziz Says
Source: Bloomberg
Monetary PolicyInterest Rates & YieldsEmerging MarketsInvestor Sentiment & Positioning
JPMorgan's Jahangir Aziz warned that India's economic momentum may be a temporary "sugar high" from prior stimulus and could fade. He also said markets may be pricing in too many interest-rate increases, creating potential downside for Indian rate and risk-asset expectations.
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