拉胡尔·甘地还声称，印度"在关税上屈服，交出了我们的数据，放弃了对数字贸易规则的控制权"。"关 键在于，我不相信任何一位印度总理，包括莫迪先生，会签署美印协议，"甘地曾于2026年2月11日在下 议院的演讲中如此指控。 拉胡尔·甘地的"柔术"比喻 印度媒体消息，在议会预算会议期间，国大党领导人拉胡尔·甘地指责总理在贸易协议问题上向美国总 统"投降"。 印度人民院（下议院）反对党领袖拉胡尔·甘地于周六再次就印度与美国之间的贸易协议嘲讽总理纳伦 德拉·莫迪，称后者将会"投降"。 此番言论发表数小时前，美国总统唐纳德·特朗普被美国最高法院依据《1974年贸易法》第122条强制宣 布征收10%的全球关税。 特朗普此举是在美国最高法院否决了其针对包括印度在内的多国实施的全面关税之后作出的。最高法院 以6比3的投票结果作出裁决，这对特朗普全球经济议程中的关键议题构成重大挫折。特朗普称这一裁 决"令人深感失望"，并誓言将寻求"非常强有力的替代方案"。 拉胡尔·甘地说了什么？ 甘地在社交平台上写道："总理受到了牵制。他的背叛现已暴露无遗。他无法重新谈判。他将再次投 降。" 总理受到了牵制。 他的背叛现已暴露无遗。 他无法重新 ...

Core Viewpoint - The Indian Ministry of External Affairs refuted claims made by U.S. Commerce Secretary Wilbur Ross regarding the lack of a trade agreement between India and the U.S., emphasizing that Prime Minister Modi had communicated with President Trump eight times in 2025, covering various aspects of their partnership [1] Group 1 - The Indian Ministry of External Affairs described Ross's statement as "inaccurate" and highlighted that multiple rounds of negotiations have taken place between India and the U.S., with both sides having come close to reaching an agreement [1] - The spokesperson, Randeep Jaiswal, reiterated India's commitment to achieving a mutually beneficial agreement between the two complementary economies [1] - Jaiswal also referenced a previous instance in October 2025, where the Indian Ministry of External Affairs had countered U.S. claims regarding India's commitment to cease purchasing Russian oil [1]

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]