Goldman Sachs SELL

Asia in Focus India Food Inflation Risks from El Niño Offset by Softer Core

Aug 17, 202613 pages页

From the report报告摘录India's structural irrigation shift: Net irrigated area rose from 45% to 56% (FY11–FY23), reducing monsoon dependency and lowering food inflation volatility; food's CPI weight fell 9pp, mitigating weather-driven price…

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