对美去风险
Search documents
4年努力付诸东流?沙利文看得一清二楚:美国正将外交胜利让给中国
Sou Hu Cai Jing· 2025-09-07 07:39
Group 1 - The U.S. has imposed a 50% tariff on Indian goods, significantly impacting various sectors, particularly textiles, gems, and jewelry, which are crucial for employment in India [1][4] - India's response includes increasing oil purchases from Russia and diversifying its export markets to reduce reliance on the U.S. [1][4] - The U.S. administration's actions have led to a perception of instability in U.S. policies, prompting countries to consider "de-risking" from the U.S. [5][12] Group 2 - The Biden administration's approach has been criticized for undermining previous diplomatic efforts, particularly with India, which may push it closer to China [2][12] - India is taking pragmatic steps to stabilize its economy, such as considering tax adjustments and maintaining strong ties with Russia and China [4][8] - The U.S. needs to adopt a more constructive approach to repair relations with India, focusing on tangible benefits rather than punitive measures [9][12] Group 3 - The geopolitical landscape is shifting, with countries like India seeking to maintain a balance rather than aligning strictly with the U.S. or China [4][11] - The ongoing situation highlights the importance of stable and reliable partnerships in international relations, as countries prefer predictable policies [5][11] - The U.S. risks losing its influence if it continues to apply pressure without offering substantial incentives for cooperation [9][12]
美国遏华算盘落空!美国面临什么形势,沙利文看得一清二楚,4年白干了!
Sou Hu Cai Jing· 2025-09-02 06:25
Group 1 - The U.S. international policy has been inconsistent and often counterproductive, with tariffs causing damage to both allies and domestic interests [1][3][4] - The tariff strategy, exemplified by a 50% tariff on India, has strained traditional alliances and led countries to prioritize their own interests over collaboration with the U.S. [3][4] - The Biden administration's foreign policy efforts are overshadowed by the previous administration's aggressive tactics, resulting in a fragmented alliance system [4][6] Group 2 - Internal divisions and legal challenges in the U.S. are undermining governance, with courts questioning the legal basis of tariffs imposed by the Trump administration [6][7] - The U.S. faces significant economic challenges, including high debt and fiscal deficits, which complicate its ability to exert pressure on allies and adversaries [6][7] - The evolving geopolitical landscape is leading to a multipolar world where countries seek to maximize their own benefits, rather than aligning strictly with U.S. interests [6][7]
沙利文都麻了:4年白干,当初拉来遏华的盟友现在骂美国是“马桶”
Sou Hu Cai Jing· 2025-08-30 14:28
Core Points - The U.S. has imposed a punitive tariff of 50% on Indian imports due to India's purchase of Russian oil, which has led to significant diplomatic tensions between the U.S. and India [1][2] - Former National Security Advisor Jake Sullivan criticized Trump's actions, stating they undermine U.S. efforts to strengthen ties with India against China, potentially pushing India closer to China [1][2] - The tariffs will affect over 55% of India's exports to the U.S., with significant impacts on labor-intensive industries such as textiles and jewelry, while some key sectors like pharmaceuticals and electronics are temporarily exempt [4][5] Industry Impact - The 50% tariff is the highest imposed on any Asian economy during this trade conflict, significantly affecting India's export sectors [4] - Key sectors impacted include textiles (28% of India's exports to the U.S.), gems and jewelry (31%), and capital goods (18%), while pharmaceuticals and smartphones are currently exempt [5] - The tariffs could lead to a deterioration in U.S.-India relations, potentially reverting to the lowest point since the 1998 sanctions following India's nuclear tests [4][6] Geopolitical Context - India's participation in the upcoming Shanghai Cooperation Organization summit reflects its strategy to balance relations with both Western allies and China amid increasing trade pressures from the U.S. [6][7] - Modi's diplomatic visits to Japan and China are seen as efforts to navigate the complex geopolitical landscape and maintain strategic autonomy in light of U.S. actions [6][7]