中、美谈完后，印度非常不爽：直接炸毛！背后3个隐情藏不住了？

Group 1 - The core outcome of the recent US-China trade negotiations includes a reduction of overall tariffs on China from 57% to 47%, a halving of tariffs on fentanyl, and an extension of the tariff exemption period until 2026. China has also agreed to suspend export controls on rare earths and commit to purchasing at least 12 million tons of US soybeans this winter, with a minimum of 25 million tons annually for the next three years [1][3]. - India's dissatisfaction stems from the loss of its tariff advantage, as the reduction in China's tariffs has diminished its market share. Previously, India had a 25% tariff advantage over China, but now the difference is only 5%, leading to a halt in production relocation plans by 78% of companies, including Tesla [1][3]. - India's supply chain heavily relies on China, which has resulted in it becoming a "middleman." Despite India's ambitions to replace China as the world's factory, the reality shows a significant dependency on Chinese components for various industries, including smartphones and pharmaceuticals [1][4]. Group 2 - The recent US-China agreement has rendered India's ten-year defense framework agreement with the US ineffective, as the anticipated trade benefits have not materialized. This has left India feeling used as a pawn in the geopolitical landscape [3][4]. - In response to the situation, India is likely to increase pressure on the US for more trade benefits and may boost its agricultural imports from the US. Additionally, India plans to accelerate free trade negotiations with the EU and New Zealand to compensate for the lost US market [3][4]. - Long-term challenges for India include a manufacturing sector that constitutes only 16% of its GDP, high logistics costs compared to China, and a significant reliance on foreign components. The trend of foreign direct investment withdrawal is alarming, with net inflows dropping by 96.5% from $10 billion to $353 million [3][4].