印度二季度GDP同比增长7.8%，创一年多新高，但关税阴影笼罩未来前景

Group 1 - India's GDP grew by 7.8% year-on-year in Q2, exceeding economists' expectations of 6.7% and surpassing Q1's growth of 7.4% [1] - The strong growth is partly attributed to exporters rushing shipments to the U.S. before the implementation of new tariffs [2] - The U.S. plans to impose a 50% tariff on all Indian goods starting August 27, raising concerns about the impact on India's economic growth and corporate profits [1][2] Group 2 - The new tariffs could reduce India's annual growth rate by 0.6 to 0.8 percentage points, according to Citigroup economists [2] - The Indian government is taking measures to stimulate private consumption, which accounts for about 60% of GDP, including a planned reduction in consumption tax [3] - The Reserve Bank of India may maintain current interest rates due to the recent economic growth, with expectations of a nominal GDP growth rate increase of 0.6 percentage points from tax cuts [3]