印度各州和联邦部长将从周三开始举行为期两天的会议，审议八年来最大规模的商品及服务税（GST）改革，旨在在美国关税带来的经济逆风中刺激国内需求。据路透社报道，由财政部长Nirmala Sitharaman领导的商品及服务税小组将决定一项削减400多种商品的税收的提案，从发油到小型汽车。再加上2月份公布的个人所得税削减，预计商品及服务税的削减将刺激亚洲第三大经济体的消费，该经济体在截至6月的季度中增长了7.8%，强于预期。此举预计将促进印度斯坦联合利华和戈德雷日工业等快速消费品公司以及三星电子和索尼等消费电子制造商的销售。在汽车制造商中，Maruti和丰田汽车预计将成为主要受益者。

Indian state and federal ministers will meet for two days starting Wednesday to consider the biggest overhaul of the Goods and Services Tax (GST) in eight years, aimed at spurring domestic demand amid economic headwinds from US tariffs. A panel on GST, headed by Finance Minister Nirmala Sitharaman and including ministers from all Indian states, will decide on a proposal to reduce taxes on more than 400 items — ranging from hair oil to small cars — according to a report by Reuters. Coupled with personal income tax cuts unveiled in February, the GST reductions are expected to stimulate consumption in Asia’s third-largest economy, which grew at a stronger-than-expected 7.8% in the quarter ending June. The move is anticipated to boost sales for fast-moving consumer goods companies such as Hindustan Unilever and Godrej Industries, as well as consumer electronics makers including Samsung Electronics and Sony. Among automakers, Maruti and Toyota Motor are expected to be major beneficiaries.

尽管亚洲形势充满挑战，但卢比可能会得到喘息。印度卢比预计将在周三开盘走高，摆脱了亚洲同行的疲软和疲软的风险情绪，市场参与者指出，短期贬值倾向在一定程度上有所缓和。

Rupee likely to get a breather despite challenging Asia backdrop.The Indian rupee is expected to open higher on Wednesday, shrugging off weakness in Asian peers and soft risk sentiment, with market participants noting that the near-term depreciating bias has moderated to an extent.

印度工商部长Piyush Goyal周二表示乐观，认为印度将在今年秋天，可能在11月之前，与美国达成拟议的双边贸易协定。据《经济时报》报道，戈亚尔在孟买的一次投资者会议上发表虚拟讲话时表示：“在我们与美国的谈判中，地缘政治问题已经超越了贸易问题。我确实希望事情能很快回到正轨，我们将在秋季、11月左右达成双边贸易协定，正如我们两位领导人在2月份讨论的那样。”。他补充道：“我们生活在一个非常动荡、不确定的时代，对未来充满了恐惧。”。这些评论是在印美关系因关税和新德里购买俄罗斯石油而持续动荡之际发表的。与此同时，随着边境紧张局势的缓解，与欧盟的贸易谈判和与中国的关系正在恢复正常。

India’s Commerce and Industry Minister Piyush Goyal on Tuesday expressed optimism that India would conclude the proposed bilateral trade agreement with the US this fall, possibly by November. “We've had a little bit of a geopolitical issue overtaking trade issues in our negotiations with the US. I do hope things will get back on track soon and we will conclude a bilateral trade agreement by fall, November or so, as was discussed by our two leaders in February,” Goyal said in a virtual address at an investor conference in Mumbai, according to The Economic Times. “We are living in a very volatile, uncertain time, full of trepidation about the future,” he added. The comments come amid ongoing turbulence in India-US ties over tariffs and New Delhi’s purchase of Russian oil. Meanwhile, trade negotiations with the EU and relations with China are returning to normal as border tensions ease.

美国总统唐纳德·特朗普周二表示，他不考虑降低对印度的关税。一周前，为回应印度购买俄罗斯石油，美国对印度的进口关税翻了一番，达到50%。“我们与印度相处得很好，”特朗普指出，但由于他所说的一些世界上最高的关税，批评贸易关系是“单方面的”。在与华盛顿进行了数月的谈判后，此举令印度官员感到意外。长期以来，美国贸易谈判代表一直对印度的保护主义政策和高关税感到沮丧。最初，特朗普对印度出口征收25%的关税，但上周将其提高到50%，影响了运往印度最大出口市场美国的55%以上的商品。

US President Donald Trump said on Tuesday he is not considering lowering tariffs on India, a week after doubling levies on the country’s imports to 50% in response to its Russian oil purchases. “We get along with India very well,” Trump noted, but criticized the trade relationship as “one-sided” due to what he called some of the world’s highest tariffs. The move surprised Indian officials after months of negotiations with Washington. U.S. trade negotiators have long been frustrated by India’s protectionist policies and high duties. Initially, Trump imposed a 25% tariff on Indian exports but raised it to 50% last week, impacting over 55% of goods shipped to the U.S., India’s largest export market.