Core Viewpoint - India's recent shift in foreign policy reflects a realization that the U.S. is not a genuine ally but rather a user of India for its own strategic interests, leading to a more conciliatory approach towards China [1][10]. Group 1: U.S.-India Relations - Since Modi's administration began in 2014, India has invested over $30 billion in strengthening ties with the U.S., including purchasing 36 F-35 fighter jets and signing a $22 billion energy deal, yet has faced high tariffs from the U.S. [1][3]. - Trump's "reciprocal tariffs" policy has imposed a 30% punitive tariff on Indian steel and aluminum products, threatening $2 billion in exports and the livelihoods of 100,000 workers [3][4]. - Despite India's compliance with U.S. demands to limit Chinese investments and support supply chain diversification, it has not received any tariff exemptions from the U.S. [3][4]. Group 2: Technology and Resource Challenges - The U.S. has delayed the transfer of critical technology for fighter jet engines to India for five years, citing concerns over technology leaks, while semiconductor collaboration has also faced significant delays [4]. - India's attempts to replace Chinese rare earth supplies have failed due to its outdated extraction technology, revealing strategic vulnerabilities [5]. Group 3: Shift Towards China - In response to U.S. tariffs, Indian officials have suggested learning from China's trade war strategies, indicating a pivot towards China as a viable alternative [7]. - Recent diplomatic gestures towards China include a historic agreement to withdraw troops from disputed border areas, which could save $120 million annually in transportation costs for border residents [7]. - India has resumed approvals for Chinese solar projects and relaxed visa restrictions for Chinese tourists, indicating a thaw in relations [7][9]. Group 4: Domestic Sentiment and Political Divisions - Despite warming relations with China, there remains significant opposition within India's government, with 43% of officials against easing restrictions on Chinese imports [9]. - Public sentiment shows a dependency on Chinese goods, with 60% of consumer products in India sourced from China, despite some nationalist rhetoric against Chinese products [9]. - Internal divisions within the ruling party regarding the approach to China highlight the fragile consensus on foreign policy [9].
莫迪突然清醒了,发现美国人根本靠不住,立马为中国献上3份大礼
Sou Hu Cai Jing·2025-07-26 09:52