中美谈妥后，印度懵了，50%关税成最高，莫迪成关税战最大冤种

Core Viewpoint - The recent trade agreement between China and the U.S. has left India in a precarious position, as it has become a victim of the U.S.-China trade war, with significant repercussions for its economy and exports [1][2]. Group 1: India's Trade Dynamics - Modi's strategy of balancing relations with both Russia and the U.S. has backfired, leading to increased tensions and punitive tariffs from the U.S. [3][5]. - India is now the world's largest buyer of Russian oil, importing 1.9 million barrels per day in 2024, which has drawn the ire of the U.S. [4]. - The U.S. has imposed a 50% punitive tariff on Indian exports, severely impacting India's competitive position in the global market [6][11]. Group 2: Economic Impact - The punitive tariffs have led to a collapse in India's exports to the U.S., particularly in key sectors such as textiles, jewelry, and seafood, with orders evaporating by nearly 40% [11][13]. - The economic situation has forced the Indian government to reconsider its diplomatic approach, with the foreign minister making multiple visits to Washington in a short period [13]. Group 3: India's Global Standing - While the U.S. and China have reached a consensus, India finds itself sidelined, lacking the leverage to negotiate favorable terms [14][16]. - India's aspirations to become the "world's factory" and replace China are challenged by its infrastructural and logistical shortcomings, as well as a lack of trust from both the U.S. and China [18][19]. Group 4: Conclusion - The recent developments highlight India's miscalculations in foreign policy, as it has not emerged as a winner in the ongoing trade disputes, but rather as an unintended casualty [20][21].