2025年印度经济面临的三大挑战，外国直接投资下降、FPI下降、卢比贬值压力大

Falling FDI, bolting FPIs, pressure on rupee: 3 challenges for Indian eco in 2025, need for reforms

2025年印度经济面临三大挑战，外国直接投资下降、FPI下降、卢比贬值压力大，迫切需要改革

Walking into 2025, the Indian economy is looking at three concerning indicators: the foreign direct investment (FDI) paradox, a foreign portfolio investment outflow & falling foreign exchange (forex) reserves.

步入2025年，印度经济正在关注三个相关指标：外国直接投资（FDI）悖论、外国证券投资外流和外汇储备下降。

以下是印度网友的评论：

samg7123

And tourism I can agree. It’s actually quite pathetic. It’s crowded and littered with garbage at almost every tourist spot. We Indians have taken it for granted. People want to chill and enjoy and fell safe not get stressed when they travel

还有旅游业。其实很可悲，几乎每个旅游景点都人挤人，到处都是垃圾。我们印度人习以为常。人们想要放松和享受，在旅行时感到安全，无拘无束

karthikckrishna

BJP supporters will pitch in supporting this … saying modi is doing great … support Hinduism .. all those shit … reduce taxes for low income and reduce taxes on petroleum and food … make life liveable and affordable …..and don’t say Congress screwed up .. we had trusted u for 14 years … still being betrayed … when u screw up acknowledge that

人民党支持者会支持莫迪，说莫迪做得很好，支持印度教。为低收入者减税，减少石油和食品税，减轻生活压力。不要说国大党搞砸了一切…我们信任你14年了，还是被背叛了，当你自己搞砸了，就承认吧

vishwasbhandarkar77

The introduction of a 12.5% LTCG and 20% STCG reflects a potential miscalculation of the impact such policies might have on foreign investments. As a develo economy with evolving policies, India must tread carefully to avoid alienating foreign investors. Excessive or unreasonable taxation may deter investments and harm the nation's reputation as a stable and investor-friendly destination.

12.5%的长期资本盈利率和20%的短期资本盈利率的引入，反映了对此类政策可能对外国投资产生的影响的潜在误判。作为一个政策不断演变的发展中经济体，印度必须小心行事，避免疏远外国投资者。过度或不合理的税收可能会阻碍投资，损害国家作为稳定和投资者友好目的地的声誉。

Rohan_98_0

During his visit to Singapore, PM Modi mentioned India's aspiration to create several Singapores in India, even making this statement in the presence of the Singaporean Prime Minister. Can someone shed light on how India's current policies towards foreign investors align with Singapore's investor-friendly framework?

在访问新加坡期间，莫迪总理提到印度希望在国内建立几个新加坡，在新加坡总理在场的情况下说的。有人能解释一下印度目前对外国投资者的政策，与新加坡的投资者友好框架一致吗？

Templebells9099

The message is loud and clear. We have failed to manage our economy.

这个信息是响亮而明确的。我们未能管理好自己的经济。

rajeshmadan37

When 80 crores are given free food that means they have no or very little money to buy anything. That should be the worry

8亿人靠免费配给生活，这意味着他们没有钱消费。这才是我们应该担心的

LikeDeep-q6w

As a develo nation - that badly relies on foreign technology, foreign jobs and foreign companies, we cannot afford to have very stringent laws and regulatory policies. Rules have to be simple and relaxed. Companies don't want to waste time on bureaucracy but want to do their core business and generate output.

作为一个严重依赖外国技术、外国就业机会和外国公司的发展中国家，我们经不起严格的法律和监管政策。规则必须简单而宽松。公司不想把时间浪费在官僚主义上，而是想做自己的核心业务并有产出。

dilsekibaat529

stumbling blocks of investment in india:

1. Making occupied ( director ) liable for any accident in a set up

2. Land reforms , conversion of farm land to non agriculture even in notified area

3. Incentive to exporters is all most Nil

4. MSME needs access to Bond market

5. Incentives to put up industries in rural areas are all most No benefits

在印度投资的绊脚石：

1. 土地改革，甚至在通报地区将农田转为非农业用地

2. 对出口商的激励几乎为零

3. 中小微企业需要进入债券市场

4. 在农村地区建立工业的激励措施几乎没有任何好处

DEMAND:

1. Income tax slabs needs major rehaul

个人所得税需要进行重大改革

mg.f.9023

As a Finance Minister once explained when questioned by press why is Indian Rupee falling?, the answer was "Indian Rupee is not going down, but the USD is going up."

印度财政部长在被媒体问及为什么印度卢比贬值时解释：印度卢比没有贬值，是美元在升值。

akhtarpathan1778

India is not part of any major FTA, tariffs are so high, indirect taxes are so high, no big reforms, no skill development, no sustainable low inflation, how can it grow at 8+ rate, its just impossible

印度没有加入任何主要的自由贸易协定，关税如此之高，间接税如此之高，没有重大改革，没有技能发展，通胀水平不可持续，它怎么能以8%以上的速度增长，这是不可能的

prashantasthana5115

Main reason for decline in tourism is our own people. We have made our tourist spots ugly by littering garbage, those unhygienic food videos doing rounds and people being inhospitable. We have earned quite a reputation worldwide.

旅游业衰退的主要是因为我们自己的人。我们到处乱扔垃圾，到处播放不卫生的食品视频，人们不友好，旅游景点污秽不堪。搞臭了名声。

BharatThatIsIndia

Before 2014 - Government was responsible for slow growth rate, less reforms, crony capitalism, etc.

After 2014 - People, farmers, young guys needs easy money, opposition, world is against India, State government, etc can be reasons for slow growth, mismanagement, joblessnes, etc but Central Government and specially Modi ji not responsible for any of these.

But a Vande Bharat runs (having Almost the same speed as Rajdhani) and it is new India. What about overall average speed of trains which has consistently decreased under Modi government.

2014年之前，政府对经济增长缓慢、改革少、裙带资本主义等负责。

2014年之后，经济增长缓慢、管理不善、失业等等是因为人民、农民、年轻人想要轻松赚钱，反对派搞事情，但中央政府，特别是莫迪不对这些负责。

后来“致敬印度”号跑起来了（几乎和Rajdhani跑得一样快），这是新印度。在莫迪政府领导下，列车的总体平均速度一直在下降。

Rajesh-op8zx

3.6% after GFC in 2008 to 0.84 in 2023. FDI in % of GDP

外国直接投资占GDP的百分比，2008年全球金融危机后为3.6%，2023年为0.84%。

gouthamkondapavuluru1959

But the fact is that FDI comes to only 5 states of India.

事实上，外国直接投资只流入了印度的5个邦。

unnisapp6543

Major reason is Fedrates not yet cut. Which makes money flow in market low. People will have less cash in hand. Most may be withdrawing their Mutual funds in Europe and US for daily spending. Which makes FII to reduce investments in all Global markets. Cash flow always matters.

Indian business investing outside is good for our future. Which brings results in long term.

主要原因是美联储尚未降息。资金在市场上的流动很低。人们手中的现金减少。大多数人可能会把他们在欧洲和美国的资金提取出来，用于日常支出。这使得国际金融机构减少了对全球所有市场的投资。现金流总是很重要的。

印度企业在海外投资有利于我们的未来，这带来了长远的结果。

AseoLimpieza

Smart Investing Made Simple: Bitcoin as a Key to Retirement Planning

简单明智的投资：比特币是退休计划的关键

jaydeepgadhavi5465

the steady decline in FPI inflow post pandemic is mainly due to rise in interest rates by the Fed

疫情后FPI稳步下降主要是由于美联储的加息

usazar

With this government the ego keeps writing cheques the intellect cannot cash.

现任印度政府不断开出无法兑现的支票。

BharatThatIsIndia

"Modi forced Justin Trudeau to resign."

I am just waiting for someone to say that

“莫迪迫使贾斯汀·特鲁多辞职。”我在等着有人这么说。

jayanthlaxman9188

3 challenges

More like 30000 challenges.

Whom are we trying to fool

3大挑战，更像是30000个挑战，我们想忽悠谁

Adi-8529

Yes. We need urgent, consistent, deep reforms but… we also never forgive a reformist prime minister

是的，我们需要紧急、持续、深入的改革，但我们也永远不会原谅一位改革派总理

haria9808

Rising U.S. bond yields can make U.S. investments more attractive, potentially leading to capital outflows from India and weakening the rupee..

美国债券收益率上升可能使美国投资更具吸引力，这可能导致资本从印度外流，造成卢比贬值。

BlahAndBlah

Tourism decline is most likely due to higher inflation and lower disposable income in the West.

旅游业衰退很可能是由于西方国家较高的通货膨胀和较低的可支配收入。

kallachi729

Also the foreign exchange reserves are meant for use during emergencies like now when the value of dollar is skyrocketing, renminbi is being devalued and generally all currencies are down in relation to dollar.

外汇储备是为了在紧急情况下使用，比如现在美元飙升，人民币贬值，所有货币相对于美元都在贬值。

deadlyninja8391

Modi govt is failing India. Relative share of FDI is not increasing substantially unlike when China was growing

莫迪政府正在让印度失望。外国直接投资的相对份额并没有像中国经济增长时那样大幅增长。

jameswong07

Endia economy is going down hill in 2025 for sure

2025年印度经济肯定会走下坡路

danishwalia8105

Modi meed to leave. FM should resign. Never vote for BJP

莫迪应该引咎辞职，财政部长也应该辞职。永远不要投票给人民党

Dheerajrathi75

Very nice one, unfortunately the entire bureaucracy works on mindset of power with no accountability. Come what may this will not change and so will India’s system given the legacy of generations.

不幸的是，整个官僚机构都是为了权力而工作，没有问责制。考虑到几代人的遗产，这不会改变，印度的制度也不会改变。

JigneshPatel-il1vm

Rightly concluded that the Government has to do something to increase spending by the large middle and lower middle class.

政府必须做些什么来增加中产阶级和下层中产阶级的开支。