美国与印度的贸易协议即将达成，印媒公开刊报毫不掩饰：中国的帮助很重要

Core Insights - The trade negotiations between the US and India are nearing completion, with the US planning to reduce average tariffs on certain Indian goods from nearly 50% to around 15% [1][3] - The negotiations are influenced by China's role, as India's adjustments in trade are seen as a balancing act between the US and Russia [1][5] Trade Conditions - The most notable condition is the significant reduction in tariffs, which would greatly benefit India's manufacturing sector [3] - The US is demanding that India gradually reduce its procurement of Russian oil and open its market to US agricultural products, such as non-GMO corn and soybean meal [3][5] - Since August, Indian state-owned refineries have been slowing down their purchases of Russian oil, indicating a shift in energy procurement strategies [3][7] Agricultural Impact - The reduction in tariffs could lead to increased exports of Indian textiles, engineering machinery, and chemical products to the US, potentially boosting India's export figures for the fiscal year 2025 [5] - The decrease in Chinese purchases of US corn has created an opportunity for India to step in as a new buyer, facilitating the trade negotiations [5] Risks and Considerations - Reducing reliance on discounted Russian oil may compress profit margins for Indian refineries, leading to potential domestic price increases [7] - Opening the market too much to US agricultural products could disrupt India's own agricultural system [7] - The agreement includes provisions for periodic reviews to mitigate risks associated with sudden policy changes from the US [7] Conclusion - The negotiations highlight the interconnected nature of modern international trade, where shifts in one country's purchasing decisions can accelerate negotiations between others [9] - If the agreement is finalized, India must remain vigilant about the broader implications of these changes in the context of global power dynamics [9]