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印度面临特朗普高关税冲击 出口与就业承压
Sou Hu Cai Jing· 2025-08-27 15:44
Core Viewpoint - The imposition of high tariffs by the U.S. on Indian goods has significantly strained U.S.-India relations, impacting various sectors of India's export industry and threatening economic growth [3][4]. Group 1: Tariff Impact - Starting Wednesday, the U.S. has raised tariffs on Indian imports to 50%, which includes a 25% retaliatory tariff and an additional 25% due to India's oil purchases from Russia [3]. - The global trade research initiative estimates that affected exports account for two-thirds of India's $90 billion exports to the U.S., potentially reducing annual export value by nearly $40 billion, which could lower India's economic growth rate by nearly 1 percentage point for the fiscal year ending March 2026 [3]. Group 2: Affected Industries - The tariff increase severely impacts labor-intensive sectors such as textiles, apparel, furniture, shrimp farming, and diamond processing, with significant employment risks for workers in these industries [3]. - Indian textile industry representatives have raised concerns about existing orders and who will bear the cost of the tariffs, noting that tariffs on U.S. imports of Indian apparel have now exceeded 60%, far higher than competitors like Vietnam and Bangladesh [3]. Group 3: Government Response - Prime Minister Modi emphasized the importance of not sacrificing the interests of farmers, livestock owners, and fishermen, urging citizens to support local products and promote national self-reliance [3]. - Despite government efforts, there are fears within the export sector that India's market share in the U.S. will rapidly decline [3][4].