莫迪开始摆烂，25%关税爱征就征，但对美国全面开放市场，印度是真没办法松口

Group 1 - The core issue is India's refusal to fully open its agricultural market to U.S. products, despite facing a 25% tariff, due to the political implications for the Modi government [1][3][9] - The agricultural sector in India supports 42% of the population, making it a critical political and economic issue for the ruling party [1][3] - Modi's previous attempts at agricultural reform faced massive protests, highlighting the sensitivity of agricultural policies in India [3][9] Group 2 - U.S. agricultural products, particularly genetically modified soybeans and industrialized dairy, pose a significant threat to Indian farmers, who may not survive a price war [3][6] - The Indian dairy market, dominated by Amul and supported by millions of small farmers, is particularly vulnerable to U.S. competition [3][6] - The trade relationship between India and the U.S. is complex, with India relying heavily on exports of generics, IT services, and textiles, which are difficult for the U.S. to replace [6][7] Group 3 - Modi's government is exploring alternatives to reduce dependence on the U.S., including increasing oil purchases from Russia using non-dollar settlements [6][7] - The ongoing trade tensions could lead to increased costs for U.S. consumers and businesses, particularly in pharmaceuticals and IT outsourcing [7][9] - The standoff represents an asymmetric confrontation, where Modi prioritizes political survival over economic concessions, while Trump seeks electoral gains [9]