【环球网：#印度说去年莫迪与特朗普通话8次#】#印度外交部再次打脸美国#美国商务部长卢特尼克在9 日发布的一档播客节目中表示，美国尚未与印度达成贸易协议，原因是印度总理莫迪未致电美国总统特 朗普以促成双方的交易。环球网援引《印度时报》《印度斯坦时报》等印媒报道，印度外交部9日驳斥 了卢特尼克的说法，并提到莫迪与特朗普"2025年通话8次"。综合上述印媒报道，在回应有关卢特尼克 在博客节目中发表的言论时，印度外交部发言人兰迪尔·贾伊斯瓦尔驳斥了这一说法，称其是"不准确 的"。他称印美两国之间进行过多轮谈判，并曾多次"接近达成协议"。"我们仍然致力于在两个互补的经 济体之间达成互利共赢的协议。顺便说一下，莫迪总理和特朗普总统在2025年通话8次，涵盖了我们广 泛伙伴关系的各个方面。"贾伊斯瓦尔称。2025年10月，印度外交部就曾反驳过美方有关印度承诺停止 购买俄罗斯石油的说法。特朗普此前曾称，印度总理莫迪在当日一次谈话中向他保证，印度将停止购买 俄罗斯石油。贾伊斯瓦尔说："关于是否进行对话或通话的问题，我不知悉双方领导人昨日有任何交 流。"（环球网 视频来源：直新闻） 转自：京报网_北京日报官方网站 ...

Core Viewpoint - The Indian Rupee is facing significant pressure against the backdrop of a strengthening US Dollar, nearing its historical low exchange rate [1][3]. Group 1: External Factors - The primary external factor pressuring the Rupee is the overall strength of the US Dollar, with the Dollar Index hovering near a three-month high [4]. - The strong Dollar has led to a general weakening of Asian currencies, including the Rupee [4]. - The Federal Reserve's hawkish stance has altered market expectations regarding US interest rates, further strengthening the Dollar and impacting the Rupee negatively [7]. Group 2: Domestic Factors - Domestic pressures include ongoing dollar buying by Indian importers to hedge against overseas procurement costs, which continues to exert downward pressure on the Rupee [7]. - The imposition of high tariffs on Indian exports by the US since late August has contributed to the depreciation expectations of the Rupee [7]. - The maturity of positions in the non-deliverable forward (NDF) market has also stimulated demand for the Dollar, further weakening the Rupee [7]. Group 3: Market Sentiment and Future Outlook - Market sentiment is currently focused on upcoming speeches from Federal Reserve officials for insights into the future direction of US benchmark interest rates [8]. - The market now estimates a 70% chance of a rate cut by the Federal Reserve in December, down from over 90% a week prior, indicating a cooling of expectations for monetary easing [8]. - Short-term projections suggest that the Rupee may continue to experience moderate pressure, fluctuating within the range of 88.50 to 89.10 [8].

Group 1 - Trump reiterated that Indian Prime Minister Modi committed to reducing oil imports from Russia during a recent phone call, emphasizing the importance of trade and energy discussions between the two nations [1][3] - The U.S. government is applying pressure on India through tariffs to decrease Russian oil imports and to push for a peace agreement regarding the Ukraine conflict [3][5] - Despite claims of reduced imports, Indian officials have not observed a significant decline in the purchase of Russian oil, which still constitutes about one-third of India's total oil imports [5] Group 2 - India is planning to procure missiles worth approximately 1000 billion rupees (around 81 million USD) from Russia to upgrade its S-400 air defense system, indicating ongoing defense cooperation [6] - The bilateral trade between India and Russia has significantly increased, with India diversifying its exports to include aluminum products and clothing, while also exploring opportunities in seafood and agricultural products [7] - Russian President Putin is expected to visit India in December to further discuss military cooperation, highlighting the strengthening ties between the two countries [7]