直线拉升！特朗普宣布：降低关税！

Core Viewpoint - The trade agreement between the United States and India significantly reduces tariffs on Indian goods from 25% to 18%, easing trade tensions and enhancing bilateral relations [1][2]. Group 1: Trade Agreement Details - The agreement will lower the overall tax burden on many Indian products from 50% to 18%, particularly benefiting textiles and machinery [1]. - India will cease purchasing Russian oil, which was a point of contention, and the U.S. will eliminate an additional 25% tariff previously imposed due to this purchase [1]. - India is expected to procure over $500 billion worth of U.S. energy, technology, agricultural products, coal, and other goods [1]. Group 2: Economic Impact - The announcement led to a surge in India's benchmark stock index Nifty 50 futures and a nearly 3% increase in the iShares MSCI India ETF [6]. - The Indian rupee strengthened against the dollar, rising by 1% in offshore markets [6]. - High tariffs had previously affected approximately 55% of India's exports to the U.S., impacting labor-intensive sectors such as textiles, leather, footwear, and jewelry [9][10]. Group 3: Broader Implications - The agreement is seen as a significant relief for India, which has been negotiating to lower tariffs for months, as the U.S. is its largest export market [9]. - The new tariff structure is expected to alleviate economic pressures, as recent trade data indicated a nearly 12% year-on-year decline in exports and a record trade deficit [10].