受油价下跌和美元走软的支撑，印度卢比兑美元汇率在85.5左右几乎没有变化，尽管外国资金再次外流、贸易不确定性和地缘政治风险上升限制了上行空间。美国总统特朗普周三告诉记者，他可以延长原定于7月8日到期的90天关税最后期限，但表示他将在两周内向贸易伙伴发出信函，概述单方面关税税率。与此同时，中美关于稀土和学生签证的临时协议未能给投资者留下深刻印象。然而，在新德里，印度和美国官员在工业品、农业和关税壁垒方面的谈判取得了进展，印度外交部表示希望在停战结束前敲定贸易协议。与此同时，印度5月份的通胀率从4月份的3.16%降至2.82%，为2019年2月以来的最低水平，低于市场预期，接近印度储备银行2%的较低容忍区间。
The Indian rupee was little changed around 85.5 per USD, supported by lower oil prices and a softer dollar, though upside was capped by renewed foreign outflows, trade uncertainty and rising geopolitical risks. US President Trump told reporters on Wednesday that he could extend the 90-day tariff deadline, which is scheduled to expire on July 8, but signaled he would instead send letters to trading partners within two weeks outlining unilateral tariff rates. In the meantime, the China-US provisional agreement on rare earths and student visas failed to impress investors. In New Delhi, however, Indian and US officials made progress in talks on industrial goods, agriculture, and tariff barriers, with India’s Foreign Ministry expressing hope to finalize a trade deal before the truce ends. Meanwhile, India’s inflation eased to 2.82% in May, the lowest since February 2019, down from 3.16% in April and below market expectations, bringing it close to the RBI’s lower tolerance band of 2%.
