Smart Bourse : Dette souveraine : un univers sous pression
Le 20 mai 2025, Léa Dauphas, chef économiste chez TAC Economics, est intervenue dans l’émission SMART BOURSE sur BSmart, aux
India remains one of the most stable emerging markets, benefiting from strong structural growth, a stable political environment, and manageable external pressures. However, short-term economic challenges—including a cyclical slowdown, trade uncertainties, and inflationary risks—have prompted fiscal and monetary policy adjustments to support growth.
Despite near-term pressures, GDP growth is projected to average 6.6% in 2025, driven by government-led consumption stimulus and monetary easing. In this article, we explore India’s economic outlook, key risks, and investment implications for the year ahead.
India’s Country Risk Premium increased to 283 basis points in Q4 2024, reflecting:
Despite this, India remains relatively well-positioned compared to other emerging markets:
The Reserve Bank of India (RBI) cut its repo rate by 25 basis points (to 6.25%) in February 2025, signaling a shift toward monetary easing as inflation risks moderate.
These actions should boost private investment and help offset weaker external demand.
Opportunities for Investors
Key Risks to Monitor
Le 20 mai 2025, Léa Dauphas, chef économiste chez TAC Economics, est intervenue dans l’émission SMART BOURSE sur BSmart, aux
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