印度-美国贸易协议:需要明确性 – 法国兴业银行
法国兴业银行分析师库纳尔·昆杜(Kunal Kundu)指出,美国将把对印度商品的关税从50%降低至18%,而印度预计将取消对美国商品的关税。然而,印度尚未确认零关税准入或停止购买俄罗斯石油。

法国兴业银行分析师库纳尔·昆杜(Kunal Kundu)指出,美国将把对印度商品的关税从50%降低至18%,而印度预计将取消对美国商品的关税。然而,印度尚未确认零关税准入或停止购买俄罗斯石油。立即的关税减免被视为对印度出口商的提振,尽管宏观经济影响仍不确定。

美国关税减免对印度出口的影响

“美国将立即将对印度商品的关税从当前的50%(包括对进口俄罗斯原油的25%的惩罚性关税)降低至18%。印度将把对美国商品的关税和非关税壁垒降至零。”

“到目前为止,印度仅确认了关税减免,并未正式确认(i)对美国商品的零关税准入,(ii)停止购买俄罗斯石油,或(iii)5000亿美元的采购承诺。”

“然而,明确的是,美国对印度出口的关税立即降低至18%为印度出口商提供了直接和及时的提振。”

“从情绪的角度来看,市场也作出了积极反应,关税相关的不确定性现在基本上已经过去。”

(本文由人工智能工具生成,并经过编辑审核。)

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