美印谈判卡到哪？印度炼油厂靠俄油续命，莫迪喊话中国另有算盘？

Core Viewpoint - The recent increase in import tariffs by the U.S. on certain Indian goods to 50% has significantly strained U.S.-India relations, breaking the facade of harmony between the two nations [1] Group 1: Trade Conflict Background - The trade conflict is not an isolated incident; it has been building over years due to ongoing economic tensions, with India's trade surplus with the U.S. exceeding $20 billion for three consecutive years, prompting the U.S. to impose tariffs [3] - India's "Make in India" initiative directly counters the U.S. policy of bringing manufacturing back home, further escalating trade tensions [3] Group 2: India's Response Strategies - In response to the U.S. tariff increase, the Indian government is formulating three strategies: providing export tax rebates to affected companies, accelerating free trade negotiations with ASEAN countries, and increasing export shares to the EU [5] - These measures aim to reduce India's reliance on the U.S. market, highlighting the dual challenges faced by India in its economic landscape [5] Group 3: Economic Dependencies - India's high-tech sector is heavily reliant on U.S. chip technology and venture capital, with over 60% of startups in Bangalore having U.S. funding [5] - Conversely, India's manufacturing sector is dependent on Chinese supply chains, with 70% of its pharmaceutical raw materials imported from China [5] Group 4: Diplomatic Maneuvering - India's diplomatic silence at the Shanghai Cooperation Organization (SCO) summit reflects its difficult position, needing energy support from Russia while avoiding antagonizing China, particularly regarding the Belt and Road Initiative [7] - Observers note that India is attempting to find a new balance between the U.S. and China, but the effectiveness of this strategy under the dual pressures of U.S. tariffs and economic dependencies remains uncertain [9]