美国关税重压经济复苏！印度卢比暴跌至历史新低

Group 1 - The Indian Rupee has depreciated to a historic low against the US dollar, reaching 88.1712 Rupees per dollar, influenced by concerns over a 50% tariff imposed by the US, which is expected to impact India's economic growth and corporate earnings [1][4] - The depreciation of the Rupee is exacerbated by ongoing foreign selling of Indian equities, making it the worst-performing currency in Asia this year [1] - Citigroup estimates that the new tariffs on export-oriented sectors such as textiles, footwear, and jewelry could reduce India's annual growth rate by 0.6 to 0.8 percentage points [1] Group 2 - The increase in US tariffs poses a new threat to India's already fragile economic recovery, with the depreciation of the Rupee heightening the risk of imported inflation [4] - Global funds have withdrawn over $13 billion from the Indian stock market this year amid weak corporate earnings, while the Reserve Bank of India’s three interest rate cuts have diminished support for the Rupee [4] - The upcoming data is expected to show a 6.7% growth in India's GDP for the second quarter, potentially driven by exporters rushing to ship goods following the suspension of reciprocal tariffs by US President Trump [4]