毕马威（KPMG）：2026财年印度经济全景解读报告（英文版）（19页）.pdf

1、Decoding the Indian Economy FY 2026KPMG.Make the Difference.2Decoding the Indian Economy FY2026 2026 KPMG Assurance and Consulting Services LLP,an Indian Limited Liability Partnership and a member firm of the KPMG global organisation of independent member firms affiliated with KPMG International Lim

2、ited,a private English company limited by guarantee.All rights reserved.Foreword2Decoding the Indian Economy FY2026 Decoding the Indian Economy FY2026 offers a timely perspective on the forces shaping the countrys medium-term evolution.The report captures the interplay of strong consumption,expandin

3、g investment pipelines and sustained services momentum,factors that increasingly anchor India as a key driver of global growth.Stable inflation,together with easing financing conditions,has created a favourable environment to support demand.Indias external engagement is entering a strategic phase,dr

4、iven by its repositioning within evolving global value chains.A large domestic market,ongoing trade integration through FTAs and a competitively priced,skilled workforce are reinforcing Indias role as a dependable partner in a world increasingly focused on supply chain resilience.Geopolitical concer

5、ns in the Middle East and the resulting disruptions to oil transportation are accelerating the countrys search for stable alternative energy-sourcing hubs.At the same time,an uncertain trade policy environment is prompting a diversification of export destinations.Sustaining this momentum will requir

6、e continued alignment between policy direction,investment confidence and workforce readiness to unlock value that is not only economically expansive but also globally influential.At the same time,the global environment,shaped by shifting geopolitical undercurrents and periodic disruptions across the