Group 1 - India has proposed to impose import tariffs on certain American-made products in response to U.S. tariffs on Indian steel and aluminum products, highlighting a retaliatory trade strategy [1][2] - The proposed tariffs come at a time when India is negotiating a trade agreement with the U.S., with expectations of concessions on 90% of tariff items to avoid a 26% "reciprocal tariff" from the U.S. [2][3] - The global trade landscape is shifting, and India's strategy aims to leverage global trade rules to secure fairer treatment for its exports amid changing geopolitical alliances and supply chain adjustments [2][3] Group 2 - The recent suspension of "reciprocal" tariffs between the U.S. and China may hinder India's "China+1" strategy, which encourages companies to diversify manufacturing outside of China [3] - Experts suggest that India must urgently reduce production costs, reform logistics, and enhance regulatory predictability to maintain its competitive edge in manufacturing [3] - A well-negotiated trade agreement with the U.S. could help India retain 10% tariffs and prevent the rise of specific tariffs proposed by the Trump administration [3]
突然出手!美国、印度,重大变数!
券商中国·2025-05-13 06:50