Group 1 - The Indian Rupee has become one of the worst-performing currencies in Asia this year, primarily due to mixed signals from U.S. President Trump regarding tariffs on India, which could lead to further depreciation if the trade war with the U.S. is not resolved [1][6] - The Indian Rupee hit a historical low of 88.491 against the U.S. dollar on September 11, exacerbated by a 50% tariff imposed by the U.S., the highest in Asia, leading to foreign investor withdrawals and a negative economic outlook [1][4] - Economists predict that if the U.S. maintains the 50% tariff, the Rupee could depreciate to 89 per dollar by early next year, while a resolution to the tariff dispute could stabilize it around 88 per dollar [1][3] Group 2 - The high tariffs are impacting multiple sectors in India, including textiles, apparel, and seafood, with some exporters lobbying the central bank to allow them to exchange profits at a rate of approximately 103 Rupees per dollar [4][6] - The Indian economy's growth rate could decline by 50 to 60 basis points if the tariffs persist, with the GDP growth rate for the last fiscal year slowing to 6.5% from 9.2% the previous year [6][7] - Despite the challenges, India is projected to remain one of the fastest-growing major economies, but it must enhance its resilience against external shocks, as highlighted by the ongoing tensions with the U.S. [7][8] Group 3 - The Indian government aims for an average annual economic growth rate of around 7.8% over the next few decades to become the world's third-largest economy by 2047 [7][8] - To achieve these goals, India needs to diversify its trade relationships and reduce protectionist barriers, which currently account for about 40% of its trade barriers [8] - Reforming the internal market is essential for India to respond effectively to external pressures, such as the tariffs imposed by the U.S., and to attract private capital for growth [8]

印度新孟买堆积的集装箱。 工人在印度阿格拉一家制鞋厂工作。(新华社发) 新华社电刊载美国政府公报的《联邦纪事》27日发布来自美国国土安全部的通知说，美国东部时间27日 0时起，美国对自印度进口商品征收的25%惩罚性关税生效。当前，印度输美商品的关税税率已增至 50%。 面对压力，印度政府日前已宣布多项政策，重点帮助农民和小企业主应对关税冲击，同时向美方划出不 可妥协的"红线"。 "以实力应对压力" 这份来自国土安全部下属美国海关与边境保护局的通知旨在提示运输印度输美商品的运货商，美政府开 始执行总统特朗普8月6日签署的行政令。该行政令以印度"以直接或间接方式进口俄罗斯石油"为由，对 印度输美产品征收额外的25%关税。 特朗普7月31日曾签署另一项行政令，从8月7日开始对印度输美商品征收25%的关税。两项关税措施叠 加后，印度输美商品将总体适用50%的关税税率。 截至目前，美印双方已就贸易问题进行了五轮谈判，尚未达成任何协议。原定于8月25日至29日举行的 新一轮印美双边贸易协定谈判已被推迟，美国贸易代表团印度之行并未成行。据路透社报道，谈判期间 印方官员一度乐观地认为，美对印关税上限将定在15%水平。 连日来 ...

Core Points - The U.S. has implemented a 25% punitive tariff on goods imported from India, raising the total tariff rate on Indian products to 50% [1][5] - The Indian government is taking measures to support farmers and small business owners in response to the tariff pressures, while also establishing non-negotiable "red lines" in negotiations with the U.S. [1][17] Tariff Impact - Approximately 55% of Indian products exported to the U.S. will be at a competitive disadvantage due to the increased tariffs [10] - The textile industry and seafood exporters are particularly affected, with reports of production halts and supply chain disruptions [10][14] Affected Sectors - Small and medium enterprises, which account for 45% of India's total exports, are significantly impacted by the U.S. tariff policy [14] - The gems and jewelry sector, with exports to the U.S. valued at around $10 billion, is among the most vulnerable [14][16] Government Response - The Indian government is focusing on enhancing support for small farmers, livestock breeders, and fishermen, and has identified 100 agricultural regions for additional assistance [17] - Financial aid will be provided to exporters affected by the tariffs, and there is encouragement to diversify exports to markets in Latin America and the Middle East [17] Ongoing Negotiations - Trade negotiations between India and the U.S. are still ongoing, with Indian officials asserting that the negative impacts on the economy will not be permanent [17] - The Indian government has set clear priorities regarding the protection of farmers and small businesses, indicating a firm stance in negotiations [17]

截至目前，美印双方已就贸易问题进行了五轮谈判，尚未达成任何协议。原定于8月25日至29日举 行的新一轮印美双边贸易协定谈判已被推迟，美国贸易代表团印度之行并未成行。据路透社报道，谈判 期间印方官员一度乐观地认为，美对印关税上限将定在15%水平。 "以实力应对压力" 这份来自国土安全部下属美国海关与边境保护局的通知旨在提示运输印度输美商品的运货商，美政 府开始执行总统特朗普8月6日签署的行政令。该行政令以印度"以直接或间接方式进口俄罗斯石油"为 由，对印度输美产品征收额外的25%关税。 特朗普7月31日曾签署另一项行政令，从8月7日开始对印度输美商品征收25%的关税。两项关税措 施叠加后，印度输美商品将总体适用50%的关税税率。 新华社北京8月27日电 刊载美国政府公报的《联邦纪事》27日发布来自美国国土安全部的通知说， 美国东部时间27日0时起，美国对自印度进口商品征收的25%惩罚性关税生效。当前，印度输美商品的 关税税率已增至50%。 面对压力，印度政府日前已宣布多项政策，重点帮助农民和小企业主应对关税冲击，同时向美方划 出不可妥协的"红线"。 连日来，印度领导层频繁发表强硬言论，誓言捍卫本国利益。 印度官 ...