特朗普向印度发出最后通牒：若再买俄油，就继续加税！

Core Viewpoint - The U.S. President Trump has indicated that if India does not comply with U.S. demands to curb its purchase of Russian oil, tariffs on Indian goods may be increased, intensifying pressure on India amid ongoing trade negotiations [2][4]. Group 1: Trade Relations and Tariffs - Trump stated that the U.S. could quickly raise tariffs on India if they continue trading with Russia, highlighting the ongoing trade negotiations between the two nations [4]. - The U.S. has already doubled tariffs on Indian goods to 50% as a punitive measure for India's significant purchases of Russian oil [4]. - Republican Senator Graham supports legislation that could impose tariffs as high as 500% on countries like India that continue to buy Russian oil, arguing that such purchases sustain funding for Putin [4]. Group 2: Market Reactions and Economic Impact - Following Trump's comments, the Indian IT stock index fell approximately 2.5%, marking a new low in over a month, as investors expressed concerns about the potential delay in a U.S.-India trade agreement [4]. - Despite high tariffs, India's exports to the U.S. saw a significant increase in November, although shipments dropped by over 20% from May to November 2025 [6]. Group 3: Strategic Position and Expert Opinions - Trade experts warn that India's cautious approach may weaken its negotiating position, as the U.S. tariffs on Indian exports are significantly tied to the purchase of Russian oil [5]. - The founder of the Global Trade Research Initiative noted that India's oil imports have decreased but not ceased entirely, placing India in a "strategic gray area" [6]. - Experts urge India to clarify its stance on Russian oil purchases, as even a complete halt may not eliminate U.S. pressure, which could shift to other trade demands [6].