印美关税谈判进入“决定性月份”，印度出口商焦虑

Group 1 - The prolonged US-India tariff negotiations are causing increasing anxiety among Indian exporters, with January being a critical month to secure trade agreements for contracts in the first half of 2026 [1] - In August 2025, the US government imposed punitive tariffs on Indian goods, raising the overall tariff rate on Indian products to 50%, significantly impacting labor-intensive sectors such as textiles, handicrafts, apparel, gems, and leather [1] - The tariffs implemented since August of last year have already harmed the order volumes for Indian exporters during the typically busy winter and Christmas seasons [1] Group 2 - Indian exporters are seeking alternative solutions, with some gemstone and jewelry companies establishing subsidiaries in the US to manage trade locally, while others are relocating parts of their manufacturing to countries like the UAE with lower tariffs [2] - Apparel suppliers are considering shifting some production to African countries, indicating a reduced reliance on US exports [2] - The Indian Embassy in Washington has hired a US lobbying firm to assist with trade negotiations and diplomatic discussions, led by former Trump advisor Jason Miller [2]