{"id":674728,"date":"2026-02-03T03:47:03","date_gmt":"2026-02-03T03:47:03","guid":{"rendered":"https:\/\/microscopemedia.com\/?p=674728"},"modified":"2026-02-03T03:47:03","modified_gmt":"2026-02-03T03:47:03","slug":"actiunile-indiene-si-rupia-asteptate-sa-creasca-dupa-acordul-comercial-sua-india","status":"publish","type":"post","link":"https:\/\/microscopemedia.com\/?p=674728","title":{"rendered":"Ac\u021biunile indiene \u0219i rupia, a\u0219teptate s\u0103 creasc\u0103 dup\u0103 acordul comercial SUA-India"},"content":{"rendered":"<div><img decoding=\"async\" src=\"https:\/\/microscopemedia.com\/wp-content\/uploads\/2026\/02\/actiunile-indiene-si-rupia-asteptate-sa-creasca-dupa-acordul-comercial-sua-india.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p id=\"p-0\">Taxele vamale americane scad de la 50% la 18%, \u00een schimbul angajamentului Indiei de a opri achizi\u021biile de petrol rusesc \u0219i de a relaxa unele bariere comerciale. Anali\u0219tii spun c\u0103 acordul a fost primit mult mai bine dec\u00e2t se anticipa \u0219i ar putea aduce un impuls rapid pentru ac\u021biuni, moned\u0103 \u0219i \u00eencrederea investitorilor.<\/p>\n<h2 id=\"chapter-0\">Tarifele scad mult peste a\u0219tept\u0103ri<\/h2>\n<p id=\"p-1\">\u201eReducerea tarifelor de la aproximativ 50% la circa 18% a venit semnificativ peste a\u0219tept\u0103rile pie\u021bei\u201d, a declarat Trideep Bhattacharya, pre\u0219edinte \u0219i director de investi\u021bii la Edelweiss Asset Management. Potrivit <a href=\"https:\/\/www.reuters.com\/world\/india\/reaction-us-india-tariff-deal-2026-02-03\/\" target=\"_blank\" rel=\"noopener\">Reuters<\/a>, el consider\u0103 c\u0103, al\u0103turi de acordul comercial \u00eencheiat recent cu Uniunea European\u0103, aceast\u0103 \u00een\u021belegere ar putea deveni \u201eunul dintre cele mai puternice motoare externe de cre\u0219tere pentru economia Indiei \u00een 2026\u201d.<\/p>\n<p id=\"p-2\">Bhattacharya este responsabilul pentru deciziile de investi\u021bii \u00een ac\u021biuni la Edelweiss Asset Management, una dintre marile firme de administrare a banilor din India. \u00cen aceast\u0103 calitate, el coordoneaz\u0103 strategia prin care fondurile companiei investesc pe burs\u0103 \u0219i analizeaz\u0103 impactul deciziilor economice asupra pie\u021bei.<\/p>\n<h2 id=\"chapter-1\">Exportatorii, principalii c\u00e2\u0219tig\u0103tori<\/h2>\n<p id=\"p-3\">Speciali\u0219tii anticipeaz\u0103 c\u00e2\u0219tiguri mai ales pentru sectoarele orientate spre export. \u201eTextilele, pietrele pre\u021bioase \u0219i bijuteriile, bunurile de inginerie, pielea \u0219i produsele chimice se num\u0103r\u0103 printre principalii beneficiari\u201d, spune Radhika Rao, economist-\u0219ef la DBS Bank, cea mai mare banc\u0103 din Singapore \u0219i una dintre cele mai importante institu\u021bii financiare din Asia.<\/p>\n<p id=\"p-4\">Ea adaugat c\u0103, dup\u0103 ce tarifele ridicate au afectat sentimentul investitorilor \u00een ultimele luni, pie\u021bele indiene ar putea \u00eencepe \u0219edin\u021ba de tranzac\u021bionare pe plus.<\/p>\n<p id=\"p-5\">Acordul este v\u0103zut \u0219i ca un semnal de stabilitate pentru investitorii str\u0103ini, care au fost pruden\u021bi fa\u021b\u0103 de India. \u201eElimin\u0103 o parte important\u0103 din incertitudinea care a ap\u0103sat asupra activelor indiene \u0219i deschide calea pentru o revenire pe termen scurt a rupiei \u0219i a ac\u021biunilor\u201d, au explicat anali\u0219tii de investi\u021bii.<\/p>\n<h2 id=\"chapter-2\">Costuri mai mari cu energia<\/h2>\n<p id=\"p-6\">\u00cens\u0103 nu toate efectele sunt lipsite de riscuri. Renun\u021barea la petrolul rusesc, achizi\u021bionat p\u00e2n\u0103 acum la pre\u021buri reduse, ar putea duce la costuri mai mari pentru importuri. \u201eDac\u0103 factura energetic\u0103 cre\u0219te vizibil, acest lucru poate aduce din nou presiuni asupra infla\u021biei \u0219i asupra monedei\u201d, avertizeaz\u0103 economi\u0219tii.<\/p>\n<p id=\"p-7\">Chiar \u0219i a\u0219a, investitorii spun c\u0103 acordul schimb\u0103 percep\u021bia mondial\u0103 asupra Indiei. \u201eDe\u0219i exporturile c\u0103tre SUA reprezint\u0103 mai pu\u021bin de 5% din PIB, tensiunile comerciale au c\u00e2nt\u0103rit mult \u00een deciziile investitorilor str\u0103ini\u201d, arat\u0103 Lakshman Venkitaraman, de la Wastach Global, companie american\u0103 care gestioneaz\u0103 investi\u021bii pe pie\u021bele interna\u021bionale. \u00cen opinia sa, \u00een\u021belegerea \u201ereaduce India \u00een centrul aten\u021biei \u0219i ar putea relansa intr\u0103rile de capital\u201d.<\/p>\n<h2 id=\"chapter-3\">Respiro pentru pia\u021ba indian\u0103<\/h2>\n<p id=\"p-8\">India a avut o evolu\u021bie mai slab\u0103 dec\u00e2t alte pie\u021be emergente \u00een ultimul an, iar cei mai mul\u021bi dintre anali\u0219ti cred c\u0103 acest acord ar putea schimba direc\u021bia: \u201eEste o u\u0219urare. Unul dintre motivele care i-au \u021binut pe investitori departe de pia\u021ba indian\u0103 dispare\u201d. Speciali\u0219tii au subliniat \u00eens\u0103 c\u0103 beneficiile se vor vedea treptat, pe m\u0103sur\u0103 ce acordul va fi pus \u00een practic\u0103.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Taxele vamale americane scad de la 50% la 18%, \u00een schimbul angajamentului Indiei de a opri achizi\u021biile de petrol rusesc \u0219i de a relaxa unele bariere comerciale. Anali\u0219tii spun c\u0103 &hellip; <a href=\"https:\/\/microscopemedia.com\/?p=674728\" class=\"more-link\">Read More<\/a><\/p>\n","protected":false},"author":1,"featured_media":674729,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"Default","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/posts\/674728"}],"collection":[{"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=674728"}],"version-history":[{"count":0,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/posts\/674728\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/media\/674729"}],"wp:attachment":[{"href":"https:\/\/microscopemedia.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=674728"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=674728"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=674728"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}