Group 1 - The core issue revolves around the trade dispute between the US and India, with India's Modi government facing pressure from domestic farmers, leading to a refusal to open agricultural markets to the US, which escalated into a tariff war [1] - Recent developments indicate that Trump has reduced the "reciprocal" tariff rate on Indian goods from 25% to 18%, suggesting progress in US-India tariff negotiations, although it implies Modi's significant concessions [3] - Modi's agreement to purchase over $500 billion worth of US products, including energy and defense, while committing to reduce tariffs and non-tariff barriers to zero, highlights the extent of India's concessions to the US [3] Group 2 - Modi's shift in policy has angered Russia, as India is expected to reduce oil imports from Russia in favor of Venezuelan oil, which could disrupt diplomatic and security cooperation between India and Russia [5] - The signing of the US-India trade agreement may negatively impact India's relations with the EU, particularly in defense, as it could lead to increased US weaponry in India, undermining EU interests [6] - The potential backlash from domestic farmers against the opening of Indian markets to US agricultural products could lead to significant political repercussions for Modi, including protests and challenges from opposition parties [8]
莫迪向美国下跪,同时得罪中俄欧,外资见势不妙纷纷撤离印度市场
Sou Hu Cai Jing·2026-02-03 15:44