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Brickwork Ratings 表示,PM 的 7 项上诉最多可节省 378 亿美元
报告称,这些呼吁旨在进行需求侧管理,创造外汇缓冲,将卢比兑美元稳定在 95 卢比/美元,并保护财政赤字免受超过 100 美元的石油冲击
来源:The Hindu Business Line _经济Brickwork Ratings 周四发布的一份报告称,总理提出的七项减少支出或推迟支出的呼吁可能会节省约 378 亿美元或约 35.9 亿卢比(汇率为 95 卢比兑 1 美元)。
On May 11, PM Narendra Modi gave seven important appeals to strengthen India during challenging global times -- to prioritise work-from-home wherever possible, reduce fuel consumption, avoid foreign travel for a year, adopt Swadeshi products, cut down on cooking oil usage, move towards natural farming, and reduce unnecessary gold purchases.他表示,集体责任精神可以使印度变得更强大、更自力更生。
“The seven appeals pivot India towards proactive demand-side management, creating a $37.8-billion forex buffer to stabilise the rupee at Rs 95/USD and shield the fiscal deficit from $100+ oil shocks,” Manu Sehgal, CEO at Brickwork Ratings said. Further, this strategic shift builds the structural resilience necessary to decouple domestic growth from global commodity volatility across energy, trade, and agriculture.
According to the research report, out of $37.8 billion in foreign exchange, the highest savings come from the import of crude oil ($13.4 billion) and gold ($7.2 billion).在原油方面,它表示,在家工作政策可以减少燃料消耗,而节省燃料和更多地使用公共交通和电动汽车可以降低石油进口费用。 “If oil stays over $100, cutting fuel taxes reduces revenue, while passing costs to consumers pushes inflation up. Voluntary demand reduction eases pressure on both fronts simultaneously,” it said.
谈到黄金,报告指出印度 2026 财年的黄金进口费用为 720 亿美元。 “Reducing gold imports conserves foreign exchange reserves, which can then be redirected to manage the higher oil import bill, a direct and immediate macro dividend,” it said, while reminding that gold is ‘overvalued’ and that investors should exercise caution.
