亚洲一周前瞻：新加坡金管局政策评估及中国、日本和印度关键数据THINK 经济与金融分析

关键论点

• 预计MAS将通过非常小幅上调SGD NEER斜率至约1.5%的年升值幅度来适度收紧政策。
• 在电子产品出口创纪录和前瞻指标支撑下，新加坡第三季度GDP应保持稳健。
• 印度CPI加速至5.4%，引发价格压力是否正在扩大的疑问。
• 中国强劲的贸易数据预计将持续，出口同比增长24.8%，进口同比增长21.7%。

对应原文证据

1. Separately, GDP growth for 3Q should indicate that Singapore growth remains robust, supported by strong industrial production and electronics exports, which continue to reach new highs.
2. India: Inflation set to accelerate sharply We expect CPI inflation to accelerate sharply to 5.4%, led by food and fuel prices.
3. More important for the policy outlook will be whether price pressures are becoming more generalised, especially as the Reserve Bank of India maintains a relatively neutral stance despite mixed guidance on the inflation outlook.