特朗普威胁“惩戒”，印度决定“硬刚”

Core Points - The U.S. will impose "reciprocal tariffs" ranging from 10% to 41% on 69 global trade partners starting August 7, with India facing a 25% tariff, the highest among major economies [1][3] - Trump's administration aims to reduce trade deficits and encourage manufacturing to return to the U.S. through these tariffs, impacting allies like Japan, South Korea, and the UK as well [3][4] - The tariffs are also seen as a strategy to pressure Russia regarding the Ukraine situation, as India is a significant buyer of Russian oil [4][6] Trade Relations - The trade volume between the U.S. and India is projected to exceed $118 billion in the fiscal year 2023-2024, making the U.S. India's largest trade partner [3] - Trump's comments highlight that high tariffs and non-tariff barriers from India have limited trade relations, despite India being a key player in the U.S. Indo-Pacific strategy [3][4] Geopolitical Implications - The tariffs are part of a broader strategy to leverage economic pressure on Russia, with India’s continued purchase of Russian oil being a critical factor [4][6] - India's relationship with Russia is characterized as a "privileged special strategic partnership," making it unlikely for India to significantly reduce oil imports from Russia despite U.S. pressure [7] Domestic Response - Indian Prime Minister Modi emphasized the importance of domestic manufacturing and consumption, indicating a reluctance to compromise economic interests for U.S. favor [7] - The Indian government faces domestic criticism regarding its relationship with the U.S., particularly in light of recent geopolitical tensions [7]