Group 1 - The US-India trade conflict is escalating, with a 50% punitive tariff on Indian goods set to take effect in 48 hours, raising global market concerns [1] - The US is reportedly shifting its focus to China, potentially imposing tariffs as high as 200% on critical products like rare earths [1][7] - India's response to the US tariffs has been strong, with the government preparing a countermeasure list that includes increasing tariffs on US agricultural products [7] Group 2 - The conflict's roots lie in energy geopolitics, particularly India's refusal to join US sanctions against Russia, leading to a 12-fold increase in oil imports from Russia in the first half of 2023 [3] - The US has implemented a rare 50% cumulative tariff on Indian textiles, jewelry, and agricultural products, citing unfair trade practices [5] - The US's strategic anxiety is evident as it attempts to rebuild its rare earth supply chain, which is heavily reliant on China, controlling over 80% of global supply [7] Group 3 - The trade battle highlights three key characteristics: tariffs as a universal tool for the Trump administration, a strategy to divide emerging markets, and China's proactive approach in securing its supply chains [7] - China's Ministry of Commerce has stated its readiness to counter any form of trade bullying, showcasing its strategic preparedness [7] - China is accelerating cooperation with ASEAN and Africa to build a more secure supply chain network for rare earths [7]
最后48小时,美国将对印度加税,下一个轮到中国?中方反制已就绪
Sou Hu Cai Jing·2025-09-07 09:46