莫迪三记重拳打向特朗普！50%关税战背后，印度为何敢掀翻美国牌桌？

Core Points - The unprecedented trade war between the US and India was ignited by President Trump's executive order raising tariffs on Indian goods to 50%, leading to a significant drop in India's annual export value by 30% [1] - India's economy, particularly its manufacturing sector, faces severe challenges as the "Make in India" initiative struggles, with manufacturing's GDP contribution declining from 16% to 14% over the past decade [5] - India's retaliatory measures, including halting a $3.6 billion arms deal and imposing high tariffs on US bourbon, have impacted US companies and highlighted the interconnectedness of the two economies [3][5] Group 1: Trade Impact - The 50% tariff increase has caused a drastic reduction in India's exports to the US, which account for 18% of its total exports [3] - The textile industry has been particularly hard hit, with orders being diverted to Vietnam, and the pharmaceutical sector facing losses due to increased costs [3] - The trade conflict has led to protests in India, with farmers expressing their discontent over the economic fallout [3] Group 2: Economic Structure - The "Make in India" initiative, aimed at boosting manufacturing, has not achieved its goals, with a decline in manufacturing's share of GDP [5] - The dependency on Chinese components for mobile phone assembly has increased costs for Indian manufacturers, making them less competitive [5] - The energy sector has seen a strategic shift, with India initiating oil transactions in yuan to mitigate the impact of US sanctions [3] Group 3: Geopolitical Dynamics - The trade war has prompted India to strengthen ties with other nations, as evidenced by increased military cooperation with Russia and diplomatic engagements with China [8] - The postponement of US-India tariff negotiations indicates ongoing tensions and uncertainty in trade relations [6] - The geopolitical landscape is shifting, with India seeking to assert itself as a strong player despite external pressures [8]