转自：央视 2025年8月，美国政府以印度进口俄罗斯石油为由，对印度输美商品加征惩罚性关税，将对印度商品总 体关税税率提高至50%。印度政府多次表示其能源进口政策旨在保障本国消费者利益。目前，两国仍在 就关税问题谈判。 针对美国商务部长霍华德·卢特尼克有关美国与印度未达成贸易协议缘于印度总理莫迪没有给美国总统 特朗普打电话的言论， 印度方面 9 日回应说，卢特尼克的说法 " 不准确 "。 2025年10月，印度商业和工业部长皮尤什·戈亚尔在柏林全球对话论坛上说，印度不打算屈服于美国在 贸易领域的压力，印方"不会仓促达成协议，也不会接受有严格期限或具有胁迫性质的协议"。 印度外交部发言人兰迪尔·贾伊斯瓦尔当天在新闻发布会上说："印度和美国早在去年2月13日就已承诺 围绕双边贸易协议展开谈判。自那以后，双方展开了多轮磋商，以期达成一份平衡互利的贸易协议。我 们曾有几次接近达成协议。"他补充说，莫迪与特朗普2025年8次通电话，涉及两国伙伴关系的多个方 面。 卢特尼克9日早些时候接受采访时， 将美印贸易协议谈判陷入停滞归咎于印度总理莫迪 ，称："一切都准 备好了，我（对印方）说你必须让莫迪给总统（特朗普）打电话。他 ...

路透社称，美国方面也在敦促印度降低对美国商品的关税和非关税壁垒，并向美国农产品(包括大豆和 高粱)开放市场。 莫迪与特朗普通电话讨论贸易能源等问题 中新社北京12月12日电 新德里消息：据印度报业托拉斯报道，印度总理莫迪11日与美国总统特朗普通 电话，就扩大在贸易、关键技术、能源等领域的合作交换了意见。 莫迪在社交媒体上说："我们回顾了双边关系的进展，并讨论了地区和国际形势。印度和美国将继续携 手合作，维护全球和平、稳定与繁荣。" 当天，印度和美国的谈判代表结束了为期两天的会谈，会谈围绕拟议中的双边贸易协议展开。该协议预 计将帮助印度缓解特朗普政府对印度商品高达50%的关税压力。 报道称，自美国将印度商品的关税加至惊人的50%以来，印美关系出现明显下滑。在过去几周，双方一 直努力修复关系。 《印度时报》称，美国关税打击了包括纺织品、皮革、珠宝以及虾类在内的多种印度出口商品，双方谈 判代表一直在进行对话以寻求解决方案。 新德里电视台称，印度商业和工业部长戈亚尔11日表示，谈判进展顺利，但尚未为贸易协议设定最后期 限。针对美国贸易代表格里尔此前声称"美国已收到印度'有史以来最好的'报价"，戈亚尔表示，那特朗 普政 ...

Group 1 - The U.S. will reduce tariffs on South Korean automobiles to 15%, effective retroactively from November 1 [2][7] - Following the announcement, shares of Hyundai and Kia rose nearly 5% and 4% respectively, contributing to a nearly 2% increase in the South Korean Composite Stock Price Index [3][6] - The U.S. Department of Commerce stated that South Korea's commitment to invest in the U.S. strengthens the economic partnership between the two countries and supports domestic employment and industry development [8] Group 2 - The reduction in tariffs is part of a bilateral trade agreement that sets a 15% cap on potential future tariffs on semiconductors and pharmaceuticals, aligning South Korea with Japan in this regard [7] - Prior to this change, the U.S. imposed a 25% tariff on imported goods from South Korea, including automobiles, citing national security concerns [7] - The South Korean government is pushing legislation to fulfill a previous agreement to invest $350 billion in strategic industries in the U.S., including shipbuilding [7]

Core Points - The scheduled trade negotiation delegation from the U.S. to New Delhi from August 25 to 29 has been canceled, potentially delaying the next round of bilateral trade agreement talks [1] - Despite ongoing communication between the two countries, a specific timeline for resuming negotiations has not been established [1] - The cancellation casts doubt on the previously agreed timeline to finalize the first part of the trade agreement by September to October [1] Group 1 - The U.S. trade negotiation delegation was expected to meet around August 27, indicating the importance of this round of talks [1] - Indian government officials have stated that they are advancing the bilateral trade agreement negotiations through multiple channels, emphasizing the significance of the U.S. as a trade partner [1] - In late July, President Trump announced a 25% tariff on goods imported from India, citing high tariffs, trade barriers, and cooperation with Russia as reasons [1] Group 2 - Trump also signed an order imposing an additional 25% tariff on Indian imports due to India's purchase of oil from Russia, with sanctions set to take effect on August 27 [1]

US-India Relations - The US administration's attitude towards India has shifted from praising it as a key strategic partner to expressing indifference towards its economic stability [1] - Initial enthusiasm for a bilateral trade agreement waned due to a lack of progress in negotiations [1] - The US President is reportedly frustrated with the slow pace of trade talks with New Delhi [1] Trade Negotiations - Efforts to quickly reach a bilateral trade agreement between the US and India have failed [1]

Core Points - Trump announced a 25% tariff on India starting August 1, citing high tariffs and non-tariff trade barriers as reasons for the decision [1][2] - The announcement comes as a setback for India, which had hoped for preferential treatment following negotiations with the U.S. earlier this year [1] - Despite the tariff threat, Indian officials plan to continue negotiations for a bilateral trade agreement with the U.S. before autumn [2] Group 1 - Trump criticized India's tariffs as among the highest globally and mentioned India's significant military purchases from Russia [1] - The tariff announcement coincides with Trump's broader strategy to impose tariffs on countries purchasing Russian exports, including oil [2] - The Indian currency experienced a sharp decline following the news of the tariff announcement [2] Group 2 - The U.S. is India's largest trading partner, with bilateral trade expected to reach $127.9 billion in 2024 [2] - Earlier this year, India attempted to negotiate a limited trade agreement with the U.S. during Trump's first term but was unsuccessful [2] - The initial framework for trade negotiations was established in April, following a meeting between U.S. Vice President and Indian Prime Minister [2]

Core Viewpoint - India is reportedly committed to negotiating a bilateral trade agreement with the United States before autumn, despite potential tariffs proposed by President Donald Trump [1] Group 1: Trade Agreement Negotiations - Indian officials plan to continue discussions with the U.S. on a bilateral trade agreement this fall [1] - The negotiations are ongoing despite the threat of tariffs exceeding 25% on Indian exports [1] Group 2: Impact of Tariffs - Internal estimates indicate that if tariffs over 25% are imposed, approximately 10% of India's exports could be affected during the July to September period [1] - Sectors such as electronics, gems, and jewelry are expected to be significantly impacted by these potential tariffs [1]

Core Viewpoint - India aims to reach a trade agreement with the United States before the fall, despite recent tariff increases announced by President Trump [1] Group 1: Trade Negotiations - Indian officials plan to continue negotiations with the U.S. regarding a bilateral trade agreement, targeting completion by this fall [1] - There is a sense of pessimism regarding the possibility of reaching a temporary agreement before the higher U.S. tariffs take effect on August 1 [1] Group 2: Impact of Tariffs - If India faces higher import tariffs this week, it will view any temporary agreement as a transitional measure until a broader bilateral agreement is finalized in the fall [1]

Group 1 - The podcast "Pacific Polarity" features Kurt Tong discussing the evolution of U.S. foreign policy in Asia, particularly regarding tariffs and trade agreements [1][2] - Kurt Tong predicts that the U.S. will engage in multiple bilateral trade agreements this year, as the desire to maintain high tariffs has diminished due to public discontent and inflation concerns [2][5] - The U.S. remains a major source of foreign direct investment and technology, but there is a political contradiction regarding overseas investments by American companies [4][5] Group 2 - There is a growing political focus on the need for more domestic manufacturing in the U.S., especially in traditional industries, as voters in key regions are affected by the decline of manufacturing jobs [5][6] - The perception that companies are "exporting jobs" overseas creates a political dilemma, as there is a desire to keep manufacturing in the U.S. despite potential cost implications [5][6] - The current political environment is pushing for a reevaluation of trade and investment policies, influenced by protectionist sentiments and the desire to bring jobs back to America [5][6]

Group 1 - The core viewpoint is that negotiations for a bilateral trade agreement between India and the United States are making progress, with both parties aiming to sign the agreement by the fall of 2025 [1]