印度：卢比汇率跌至历史新低，外资已从债务和股票市场净撤资117亿美元

Core Points - The Indian Rupee hit a historic low against the US Dollar on September 11, reflecting increasing pressure from high tariffs imposed by the US on India, leading to a net withdrawal of $11.7 billion by foreign investors from Indian debt and equity markets this year [1][3] - The Rupee rebounded on September 12, primarily due to expectations of potential interest rate cuts by the Federal Reserve [3] - The Indian government, led by Prime Minister Modi, is implementing tax reforms to alleviate the impact of tariffs, simplifying the Goods and Services Tax (GST) structure, which may reduce government revenue by $13 to $17 billion but is expected to stimulate consumption [3] Trade Negotiations - US President Trump announced ongoing negotiations to resolve trade barriers between the US and India, expressing optimism about reaching an agreement [3][4] - India is seeking to address two key tariff issues: a 25% reciprocal tariff on Indian exports to the US and a 25% punitive tariff due to oil purchases from Russia [4] - Economists suggest that the positive signals from both leaders increase the likelihood of a reduction in India's 50% tariff rate in the coming months, highlighting the complementary trade relationship between the two nations [4]