Core Viewpoint - The Indian government's initial strong stance to impose tariffs on the US has dramatically reversed within two days, revealing contradictions in its policy approach and a failure to effectively leverage its position against the US [1][3][8]. Group 1: India's Trade Strategy - India attempted to mimic China's successful trade negotiation strategies by imposing tariffs to pressure the US, but this approach backfired due to inconsistent messaging and lack of a solid industrial foundation [1][8][18]. - The Indian government has faced significant challenges since 2018, including a 25% tariff on its steel and aluminum products by the US, leading to a WTO complaint for additional tariffs on US goods to compensate for an estimated $7.6 billion in export losses [8][16]. Group 2: US-India Relations - President Trump indicated that India is seeking cooperation with the US, contradicting its earlier hardline stance, and expressed skepticism about India's suitability as a manufacturing base for companies like Apple [3][11]. - The trade volume between India and the US is relatively small compared to the US-China trade, making India's tariff actions less impactful on the US economy [16]. Group 3: Comparison with China and Vietnam - India's industrial base is not as robust as China's, lacking a complete supply chain and facing infrastructure challenges, which hinders its ability to attract long-term investments in high-end industries [13][18]. - Vietnam has emerged as a more favorable alternative for global supply chains, surpassing India in trade with the US, due to better policy stability and operational efficiency [16][18].
打脸太快!莫迪抄中国作业失败,特朗普划下红线,不许到印度开厂
Sou Hu Cai Jing·2025-05-19 00:54