美国的关税飙升到50%,到2025年8月,印度的出口将削减至6.9B美元。
U.S. tariffs surged to 50%, slashing India’s exports to $6.9B by Aug 2025.
印度对美国的出口从2025年5月至8月下降了22.2%, 在一个月内美国关税从10%飙升至50%的情况下跌至69亿美元。
India’s exports to the U.S. dropped 22.2% from May to August 2025, falling to $6.9 billion amid a surge in U.S. tariffs from 10% to 50% in a month.
甚至智能手机和药品等免关税商品也下降了41.9%,这可能是由于关税前出口高峰,而诸如太阳能电池板和虾等重税商品则急剧下降。
Even tariff-free goods like smartphones and pharmaceuticals saw a 41.9% decline, possibly due to pre-tariff export rushes, while heavily taxed goods like solar panels and shrimp fell sharply.
总体而言,C类出口下降了10.8%,行业团体敦促印度提供有针对性的救济,包括补贴和更快的退税。
Overall, Category C exports dropped 10.8%, and industry groups are urging India to provide targeted relief, including subsidies and faster duty refunds.
尽管美国存在贸易壁垒和新的H-1B签证费,但JP摩根认为印度经济具有复原力,称印度国内增长强劲,IPO活动增加。
Despite U.S. trade barriers and a new H-1B visa fee, JPMorgan views India’s economy as resilient, citing strong domestic growth and rising IPO activity.