8 月下旬的美印关系，活像一场没按剧本走的闹剧， 美国国土安全部 8月25日放话，27日起对印度商品加征 50% 关税；同一天，《法兰克福汇报》爆猛 料：特朗普近一个月四次给莫迪打电话，全被挂了。更巧的是，莫迪马上要启程访华，特朗普偏在这节骨眼上 "搞事情"。 于是特朗普在7月31日行政令，宣布对印度商品加征25%关税；一周之后的8月6日又补一刀，以印度"买俄油" 为由再加 25%关税。两道令叠一起，印度输美 商品直接飙升到50%关税。这哪是贸易制裁，是断印度出口企业的活路。 印度五分之一的出口靠美国，服装、宝石、汽车零部件这些吃饭的行当，首当其冲。更糟的是，这会儿正是印度出口企业冲圣诞节订单的关键期，一半年销 售额都靠这阵子，但是关税一生效，大部分订单都已经取消。 特朗普这番话一连踩了印度的两大雷点，首先，印度一直对空战中的损失讳莫如深，印巴停火后，印度全国上下大庆了10天，莫迪政府还派出宣讲团，到各 国宣扬印度的胜利，就是只字不提印军被击落了几架战机，国防参谋长辛格只敢说 "损失有，但原因比数量重要"，连具体数字都不敢报。 阵风战机残骸 其次，印度一直不肯承认特朗普推动了停火，坚称这是印巴双方谈判达成的共 ...

Group 1 - The Indian government has denied reports of suspending defense procurement negotiations with the United States, stating that all procurement cases are proceeding as per existing procedures [1] - Prior reports suggested that India had paused new arms and aircraft procurement plans from the U.S., seen as a sign of dissatisfaction in U.S.-India relations due to tariff issues [1] - U.S. President Trump imposed an additional 25% tariff on Indian goods as a punitive measure for India's purchase of Russian oil, raising the total tariffs faced by Indian exports to 50% [1] Group 2 - The U.S. is India's largest export market, with total exports to the U.S. projected to be nearly $87 billion in 2024 [2] - Experts warn that if the 50% tariffs are implemented, it could significantly impact India's economy, particularly affecting industries such as textiles, automotive parts, steel, and gemstones [2] - In the context of escalating U.S.-India trade tensions, India appears to be strengthening its cooperation with Russia [3][4] Group 3 - Indian and Russian officials held a meeting on August 6 to discuss deepening industrial cooperation, focusing on areas such as rare earth and critical mineral extraction, aerospace technology, carbon fiber, and 3D printing [4] - The meeting resulted in a signed protocol reaffirming the strategic partnership between India and Russia, committing to enhance industrial and economic collaboration [4]

Core Viewpoint - The People's Bank of China has issued the "Management Measures for Anti-Money Laundering and Anti-Terrorist Financing for Precious Metals and Gemstone Practitioners," which will take effect on August 1, 2025, aiming to enhance regulatory compliance in the precious metals and gemstones sector [1][10]. Summary by Relevant Sections - The new regulations require institutions to fulfill anti-money laundering obligations for cash transactions of 100,000 RMB or more, or equivalent foreign currency, and to report large transactions to the Anti-Money Laundering Monitoring and Analysis Center within five working days [3][10]. - Institutions must conduct due diligence based on the "Know Your Customer" principle, assessing customer characteristics and transaction nature to identify money laundering risks [3][10]. - The regulations are part of a broader effort to implement the Anti-Money Laundering Law of the People's Republic of China, ensuring that the precious metals and gemstones industry adheres to strict compliance standards [1][10].

印度贸易部：印英贸易协议为纺织品、海产品、鞋类、宝石、珠宝等行业提供出口机会。 ...