刚刚！50%关税 生效！

Group 1 - The United States has officially implemented a 50% tariff on Indian goods, significantly impacting over 55% of India's exports to the U.S., with textiles and jewelry being the most affected sectors [1][2] - The new tariff doubles the previous rate of 25%, marking a deterioration in U.S.-India relations, particularly following U.S. criticism of India's purchase of Russian oil [1][2] - The high tariffs threaten India's export competitiveness compared to China and Vietnam, raising concerns about Prime Minister Modi's ambition to establish India as a global manufacturing hub [1][2] Group 2 - Indian exporters, particularly in the footwear and textile sectors, are facing significant challenges, with reports of orders being shifted to countries like Bangladesh and Vietnam due to the new tariffs [2] - The tariffs have shocked Indian officials, especially after recent trade negotiations with Washington, highlighting ongoing frustrations over high tariffs in agriculture and dairy sectors [2] - The potential impact on India's GDP growth is estimated to be a decline of 0.6% to 0.8%, although domestic consumption remains a key driver of the economy [3] Group 3 - The Modi government is planning to implement "next-generation reforms," including significant changes to the goods and services tax system, to stabilize the economy and support affected industries [3] - The Indian financial markets have already shown signs of distress, with significant foreign capital outflows and the rupee becoming the worst-performing currency in Asia this year [3] - The strategic shock from the tariffs could lead to large-scale unemployment in export-centric industries and diminish India's role in global value chains [3]