贸易协定谈判

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印度6月贸易逆差收窄,出口有亮点
Sou Hu Cai Jing· 2025-07-16 00:21
Group 1 - India's trade deficit narrowed significantly in June, with the goods trade deficit falling to $18.78 billion, lower than the expected $22.24 billion and the previous month's $21.88 billion, primarily due to a substantial decrease in imports [1] - Total imports in June decreased to $53.92 billion from $60.61 billion in May, with crude oil imports reducing by $1 billion to $13.7 billion and gold imports dropping by 28% to $1.8 billion [1] - Overall goods exports fell by 9% month-on-month to $35.14 billion, marking a seven-month low, although exports to the US increased by 23.53% year-on-year to $8.27 billion despite a 10% tariff hike [1] Group 2 - The decline in international oil prices and a sharp reduction in non-oil imports contributed to the improvement in the trade deficit, with expectations that the current account deficit will narrow to 0.7% of GDP in Q1 FY2026, a decrease of 20 basis points year-on-year [3] - For the first quarter of the current fiscal year (April-June), total goods trade showed a year-on-year increase of 4.2% for exports and 1.9% for imports, indicating a continuous optimization of trade structure [3] - The Indian government is negotiating a temporary trade agreement with the US to avoid potential high tariffs, in response to recent tariff adjustments by the US targeting countries with perceived trade imbalances [3] Group 3 - In the first five months of 2025, India's total exports to the US reached $47.15 billion, a significant year-on-year increase of 25.6%, while imports from the US rose by 8.2% to $18.25 billion, resulting in a trade surplus of $28.91 billion [3] - Notably, US exports to India showed a marked increase in Q2 2025, rising from ₹20.89 billion in the same period last year to ₹25.52 billion [3] Group 4 - Barclays research indicates that the average effective import tariff on Indian goods by the US increased significantly from 2.7% to 11.6% after April 2025, impacting bilateral trade relations and becoming a key topic in ongoing negotiations [4]
一家越南中国工厂的168小时
投资界· 2025-04-11 07:24
以下文章来源于财经杂志 ,作者黄思韵 刘以秦 财经杂志 . 《财经》杂志官方微信。《财经》杂志由中国证券市场研究中心主办,1998年创刊,秉承"独立、独 家、独到"的新闻理念,以权威性、公正性、专业性报道见长,是政经学界决策者、研究者、管理者的 必读刊物。 关税潮袭来。 文|《财经》实习生 黄思韵 记者 刘以秦 编辑|刘以秦 来源 | 财经杂志 (ID:i-caijing) 从 4 月 3 日 , 美 国 政 府 宣 布 对 越 南 加 征 46% 关 税 , 到 4 月 10 日 , 特 朗 普 宣 布 暂 缓 关 税 政 策 , 同 时 越 南 政 府 声 明 称 , 美 国 和 越 南 同 意 启 动 贸 易 协 定 谈 判 , 同 意 相 互 取 消 关 税 壁 垒,越南的中国工厂们经历了过山车式的一周。 4月3日早上八点半,张俊驰看到了美国总统特朗普加关税的消息。他的对美贸易客户发 来 消 息 , " 要 关 注 一 下 美 国 的 商 品 关 税 , ( 特 朗 普 ) 对 越 南 下 手 了 , 不 出 意 外 是 加 征 4 6%,查看一下我们的商品是否在内"。 张俊驰是个"厂二代",他和父亲 ...