印度和中国立场一致，宣布对加拿大豌豆征税这件事儿，确实挺稀奇的。虽然原因不同，但对加拿大来说，确实跟天塌了一样。 中国和印度，居然都对加拿大豌豆下了"关税狠手"。 今年3月20日，中国宣布对加拿大豌豆加征100%关税，连同菜籽油、油渣饼一起列入反制清单。 然后就在前两天，印度突然宣布，对所有进口黄豌豆征收30%关税。 要知道，中印两国占了加拿大豌豆出口的80%，这两记重拳下去，温哥华港直接堆了5.9万吨卖不出去的豌豆，加拿大豆农急得跳脚，总理卡尼更是坐立难 安。 印度向来不服中国，为什么在这件事情上，莫迪政府做出了和中国一样的决定呢？ 咱们先看看中印两国的决定，出发点压根不是一回事，一个是讨说法，一个是护自家产业，但撞在一起，就成了加拿大的"灭顶之灾"。 中国这波操作，纯粹是"来而不往非礼也"。 2024年10月，加拿大跟着美国起哄，没做任何产业损害调查，就对中国电动汽车加征100%关税，钢铁和铝产品也加了25%。 这种不讲理的打压，中方不可能忍。当年9月就启动了反歧视调查，收集了165家中国企业的证据，折腾了半年才下裁决，完全是按规矩办事。 中国驻加大使早把话挑明了，"只要加拿大取消对中国电动车的关税，就能 ...

Core Viewpoint - The relationship between the US and India has deteriorated significantly since the Trump administration imposed a secondary tariff on India, aiming to penalize India for purchasing Russian oil, while India resists US hegemony [1][3]. US Punitive Measures - In August, the Trump administration announced a 25% secondary tariff on India due to its purchase of Russian oil, which India strongly opposed, claiming it was an unreasonable act lacking fairness [3][5]. - The US views India's purchase of Russian oil as aiding Russia and providing military support, especially as Trump seeks to take credit for facilitating a ceasefire in the Russia-Ukraine conflict [3][5]. India's Response - Indian Foreign Minister S. Jaishankar stated that India is not afraid of the additional tariffs and will not abandon its plans to import Russian oil [1][8]. - Jaishankar emphasized that India's interests, particularly those of farmers and small producers, are non-negotiable, and as long as the US does not cross this line, negotiations can continue [8][10]. - He also pointed out that European countries engage in more trade with Russia than India, suggesting that the US is unfairly targeting India [8][10]. India's Strategic Intent - India views the US as its primary partner, despite considering China a competitor, and aims to balance its relationships with major powers without becoming a subordinate to the US [12][14]. - The strategy involves leveraging relationships with multiple powers, including Russia, to safeguard its interests [12][14]. - Jaishankar's remarks about potential cooperation with China serve as a reminder to the US of India's strategic importance in the Indo-Pacific region [10][14]. US Intentions - The US is frustrated with India's balancing act and seeks to pressure India into aligning more closely with its interests, which aligns with the US Indo-Pacific strategy [16][18]. - The US applies double standards, being less aggressive towards European allies who also import Russian energy, while targeting India more harshly [16][18]. Conclusion - India's actions serve as a wake-up call for many developing countries to prioritize their interests in the face of US pressure and to stand up against hegemony [20]. - The US may face significant consequences for its tariff policies, which could backfire and lead to a stronger resistance from India [20].

Group 1 - Poland's President is invited to visit the U.S. on September 3, reducing the likelihood of Trump attending the military parade in China [1] - The U.S. demands high tariffs of 10% to 30% on Chinese goods while offering zero tariffs on American products, indicating an attempt to exploit China's market [3] - The U.S. requests China to remove all trade barriers while maintaining its own, posing a significant threat to China's industrial development [4] Group 2 - The U.S. demands China to purchase a large volume of American goods despite the lack of necessity due to the availability of alternatives, highlighting the unreasonable nature of this request [5] - The U.S. seeks substantial investments from China, which appears to be an attempt to fill its economic gaps rather than a mutually beneficial arrangement [6] - The U.S. pressures China to halt trade with Russia, infringing on China's sovereignty and energy security [7] Group 3 - China refuses to accept unequal tariffs and double standards in trade to uphold international trade fairness [9] - China emphasizes the importance of safeguarding its industrial security against potential shocks from removing trade barriers [10] - China asserts its autonomy in purchasing and investment decisions, ensuring that expenditures are justified and valuable [11] Group 4 - The scheduling conflict with Poland's visit is a direct reason for Trump's absence from the parade [13] - Trump's absence may be a strategic move to pressure China into concessions during trade negotiations [14] - Domestic political considerations may influence Trump's decision to skip the parade, aligning with certain factions within the U.S. [16] Group 5 - China maintains an open attitude towards equal cooperation with the U.S., emphasizing mutual respect and fairness [17] - China's military parade serves to showcase its development and commitment to global peace, independent of other nations' participation [18] - The U.S. is urged to recognize the current situation and abandon its hegemonic mindset to foster normal development in U.S.-China relations [19]

Group 1 - The total silver futures in Shanghai Futures Exchange reached 1,299,756 kilograms, with an increase of 4,093 kilograms compared to the previous day [1] - The main silver futures opened at 8,716 yuan per kilogram, peaked at 8,765 yuan, and dropped to a low of 8,662 yuan, closing at 8,762 yuan, reflecting a daily decline of 0.54% [1] Group 2 - President Donald Trump expressed concerns regarding his "massive and beautiful" spending bill and the unfair auto trade with Japan [2] - Trump indicated uncertainty about passing the spending bill by the target date of July 4, stating that a delay could lead to perceptions of failure [2] - Trump emphasized the need for a person who can lower interest rates to enter the Federal Reserve, especially in light of the upcoming $9 trillion U.S. debt [2] - Trump criticized Japan for not purchasing American cars while the U.S. imports millions of Japanese vehicles, suggesting Japan should import more U.S. oil and other products [2]

Core Viewpoint - The article highlights the escalation of U.S. protectionism through the increase of tariffs on imported steel and aluminum products from 25% to 50%, which poses significant risks to global trade stability [1] Impact on Bosnia and Herzegovina - The U.S. tariffs have a direct and severe impact on Bosnia and Herzegovina's defense industry, which constitutes over 60% of its exports to the U.S. The tariffs on this sector have risen from 12% to 35% [1] - Other sectors, including metals, are also affected by the increased tariffs, indicating a broader economic impact beyond just defense [1] Regional Trade Dynamics - Bosnia and Herzegovina, while not an EU member, has strong economic ties with the EU, particularly in the automotive manufacturing sector. The long-term effects of U.S. tariffs on Bosnian enterprises are significant and cannot be overlooked [1] Response to Tariff Challenges - The economist suggests that Western Balkan countries should collaborate and enhance communication to effectively respond to external shocks caused by U.S. tariffs [1] - The EU's response to U.S. tariffs is viewed as insufficient, lacking internal consensus, which hampers its ability to counteract U.S. economic pressure effectively [1] Long-term Economic Consequences - The article argues that unless the U.S. halts its aggressive tariff policies, true trade fairness will remain elusive. The U.S. approach is seen as treating trade partners as subordinates rather than equal collaborators, undermining international trust and cooperation [1] - The long-term outlook suggests that the U.S. economy may bear the greatest losses from its own protectionist measures [1] Call for a Fair Trade System - There is a call for major economies to work towards establishing a fairer and clearer global trade system, which would allow smaller economies like Bosnia and Herzegovina to thrive in a more balanced international trade environment [1]

Core Viewpoint - The recent high-level economic talks between China and the U.S. in Geneva have led to significant progress, including substantial reductions in tariffs on both sides, which is expected to positively impact market sentiment and investor confidence in Chinese assets [1][2][6]. Summary by Sections Economic Talks and Tariff Reductions - The U.S. has committed to canceling 91% of additional tariffs on Chinese goods and modifying 34% of retaliatory tariffs, with 24% of these tariffs suspended for 90 days [1]. - China will reciprocate by canceling 91% of its retaliatory tariffs on U.S. goods and suspending 24% of the 34% retaliatory tariffs for 90 days [1]. Market Reactions - Following the announcement, the offshore RMB rebounded significantly against the USD, and the Hang Seng Index surged by 2.98% [2][3]. - The Shanghai Composite Index rose by 0.82% on the same day, reflecting positive market sentiment [3]. Expert Insights - Experts believe the talks exceeded expectations and indicate a willingness for continued communication, which is crucial for managing bilateral differences [2][5]. - The principle of reciprocity in the joint statement is seen as beneficial for controlling disputes between the two nations [5]. Economic Outlook - The progress in U.S.-China relations is viewed as a key factor in improving macroeconomic conditions, with strong export performance reported [7]. - Goldman Sachs maintains an overweight view on Chinese assets, citing a recovery in the MSCI China Index and a 12% year-to-date increase [7]. Future Considerations - The ongoing developments in tariffs and the overall profitability of Chinese companies will be critical for future market performance [9]. - Analysts anticipate further discussions to ease tensions within a month, with a focus on establishing a trade framework before the U.S. midterm elections in 2026 [9]. Corporate Performance - Key trends in corporate earnings are emerging, with H-shares outperforming A-shares and expectations of a 14% profit growth for the MSCI China Index in the 2024 fiscal year [11]. - Major Chinese tech companies like JD, Tencent, and Alibaba are set to report earnings, with market expectations varying based on their performance in the AI sector and other business areas [11].

Group 1 - The U.S. State Department congratulated Canadian Prime Minister Carney and his party on their recent federal election victory [1] - The U.S. emphasized that U.S.-Canada relations remain one of the most extensive bilateral relationships in the world [1] - The U.S. looks forward to collaborating with Carney's government on key issues such as trade fairness, combating illegal immigration, and preventing the influx of fentanyl and other dangerous drugs [1]

Core Viewpoint - The U.S. President Trump announced that Japan will come to the U.S. today to negotiate on tariff issues, with the participation of U.S. Treasury Secretary and Commerce Secretary, aiming to find a solution [1] Group 1: Negotiation Details - The meeting will address military support costs and trade fairness as key topics [1]

Core Viewpoint - The meeting between the U.S. and Japan aims to negotiate tariffs and address military support costs and trade fairness, with the participation of key officials including the Treasury Secretary and Commerce Secretary [1] Group 1 - Japan is engaging in tariff negotiations with the U.S. today [1] - The meeting will include discussions on military support costs and trade fairness [1] - The U.S. hopes to find mutually beneficial solutions for both countries [1]