印度、巴西与美国贸易谈判仍无进展 26年春夏订单季撞上特朗普关税

Group 1: US-Brazil Trade Negotiations - The US has imposed a record 50% tariff on Brazilian goods, leading to a stalemate in negotiations, with Brazil's Finance Minister Fernando Haddad stating that resolution depends on the US's willingness to negotiate [1][2] - The planned video conference between Haddad and US Treasury Secretary Janet Yellen was canceled due to pressure from Brazil's far-right factions [2] - Haddad emphasized that the US is attempting to impose an unachievable solution on Brazil, as the Brazilian Supreme Court operates independently from the government [2] Group 2: US-India Trade Relations - The US has started imposing a 25% tariff on Indian goods, with an additional 25% tariff set to take effect on August 27, affecting major exports like textiles and automotive parts, while some products like pharmaceuticals remain exempt [1][4] - Fitch Ratings warned that the ongoing tariff increases could lower India's GDP growth forecast for FY2026 by 6.5% and indirectly impact corporate performance [1][4] - The additional tariffs could lead to a significant decline in India's exports to the US, with estimates suggesting a potential drop of 60% if the 50% tariff remains [6][7] Group 3: Impact on Indian Industries - Indian pharmaceutical companies, such as Biocon Biologics, derive nearly 40% of their revenue from the US market, making them vulnerable to new tariffs [4] - The footwear manufacturer Farida Group has frozen a planned investment of ₹10 billion (approximately $114 million) due to the tariff impact, highlighting the immediate consequences of the increased tariffs [5] - The tariffs could push companies to consider relocating their supply chains, with many firms already exploring alternatives to India [6][7] Group 4: Future Trade Agreements - Both the US and India aim to reach a bilateral trade agreement by this fall to mitigate tariff impacts, but uncertainty may drive companies to seek suppliers elsewhere [7] - The EU and Mercosur are expected to finalize a significant trade agreement by the end of the year, which could diversify Brazil's trade relationships amid US protectionism [2][3]