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不听中方的劝告,印度又被美国痛宰一刀,特朗普坐等莫迪上门求饶
Sou Hu Cai Jing· 2025-09-07 10:14
Group 1 - India aims to reach a bilateral trade agreement with the U.S. by November, indicating a significant concession from the Modi government [1][3] - Indian Commerce Minister Goyal expressed the desire to restore trade negotiations, reflecting a shift in India's stance after facing U.S. tariffs [3][18] - The U.S. imposed a 25% tariff on Indian goods, raising the total tariff rate to 50% on over 55% of Indian exports to the U.S., severely impacting labor-intensive sectors like textiles and jewelry [11][12] Group 2 - The trade dispute has led to a slowdown in India's GDP growth, potentially dropping below 6%, marking the lowest level since the pandemic [15][21] - India's military procurement has been affected, with delays in acquiring U.S. weapons systems due to the trade tensions, impacting military modernization efforts [21] - The loss of market share in the U.S. for Indian textiles and jewelry is significant, as the high tariffs effectively block these products from entering the market [23]
开始反击美国?莫迪誓言“印度制造”:将捍卫印度利益,绝不妥协
Sou Hu Cai Jing· 2025-08-20 07:50
Core Viewpoint - Indian Prime Minister Modi vows to continue promoting the "Make in India" initiative and emphasizes protecting farmers' interests, positioning himself as a "wall" against external pressures [1][14]. Group 1: Trade Relations and Responses - Modi's statements are perceived as a response to Trump's punitive tariffs on Indian goods, which have reached 50%, marking a rare extreme in global trade history [3]. - The tariffs have triggered a global chain reaction, with India leading a coalition of 11 emerging economies, including Brazil and South Africa, to reach a consensus on trade strategies [3][21]. - The consensus includes establishing local currency settlement channels, sharing energy supply chains, and coordinating retaliatory tariff measures, collectively representing 22% of global GDP [21]. Group 2: Economic Impact - Following the imposition of tariffs, the Indian rupee depreciated significantly, foreign capital fled, and GDP growth forecasts were adjusted downwards by 1 percentage point [18]. - Modi's counteractions included canceling defense procurement from the U.S. and exploring transactions in yuan for oil purchases from Russia, potentially undermining the dollar's dominance in oil trade [19]. Group 3: Diplomatic Engagements - Modi plans to visit China for the Shanghai Cooperation Organization summit, marking his first official visit in seven years, and will also host Putin in New Delhi [23]. - The timing of these diplomatic engagements coincides with a period of reduced U.S. sanctions pressure, providing an opportunity for India and China to align their positions on shared challenges such as energy security and de-dollarization [25].
半年时间美印关系急转弯,绕不开这三个焦点问题
Qi Lu Wan Bao Wang· 2025-08-20 07:29
Group 1 - The trade negotiations between the US and India, originally scheduled for August 25-29, have been postponed due to the cancellation of the US representative's visit, casting a shadow over US-India relations [1] - The tariffs imposed by the Trump administration on Indian goods will increase to 50% as of August 27, following a series of negotiations that have failed to yield results [2][3] - The US has warned India that additional punitive tariffs may be imposed if it continues to purchase oil and weapons from Russia, despite India's commitment to its long-term energy contracts with Russia [2][3] Group 2 - India's daily oil consumption is approximately 5.5 million barrels, with nearly 88% coming from imports, and Russian oil has become a significant supplier, accounting for nearly 40% of India's imports [3] - Following the tariff threats, Indian Prime Minister Modi has urged citizens to buy domestic products to mitigate economic impacts, while the Indian government has deemed the US tariffs as unfair and unreasonable [3] - The US-India trade relationship has seen a significant trade volume of about $128.8 billion last year, with India having a trade surplus of $45.8 billion with the US [3] Group 3 - The relationship between the US and Pakistan has been improving, with recent counter-terrorism dialogues and the designation of certain groups as foreign terrorist organizations, contrasting with the cooling US-India relations [1][6] - The Indian government has taken a hard stance against US tariffs, with defense procurement plans from the US being canceled, including significant contracts for military equipment [4][5] - The diplomatic dynamics between India and Pakistan have intensified, with both countries engaging in international lobbying to present their narratives following military conflicts [7][8]
特朗普“掀桌子”失败了,访问中国前,莫迪通告全球:印度“不跪”!11国已加入反美战斗
Sou Hu Cai Jing· 2025-08-20 07:26
Group 1 - Trump's recent attempt to pressure India with tariffs has failed, as Modi has made it clear that India will not yield to external pressure [1][3] - Modi's upcoming visit to China is seen as a strategic move to assert India's independent foreign policy and signal to the U.S. that India will not be manipulated [3][4] - Modi's emphasis on self-reliance and the promotion of "Make in India" during his Independence Day speech indicates a strong stance against U.S. economic policies [4][8] Group 2 - India has taken countermeasures against U.S. pressure, including canceling a planned visit by Defense Minister Singh to the U.S. and halting military equipment purchases from the U.S. [6] - The BRICS nations are increasingly dissatisfied with U.S. tariff policies, and India is seeking to strengthen cooperation with these countries to mitigate the impact of U.S. trade actions [6][8] - Modi's visit to China and collaboration with BRICS could potentially reshape global trade dynamics and provide a counterbalance to U.S. influence [9]
莫迪“准备好了”?卢拉联络金砖,对等关税生效,印度巴西不屈服
Sou Hu Cai Jing· 2025-08-12 02:08
Group 1: Tariff Impact on Emerging Economies - The U.S. has imposed a 50% tariff on imports from India and Brazil, significantly affecting their economic competitiveness [1][3] - India's defense procurement plans have been halted due to the tariffs, impacting contracts for military equipment [1] - Brazil faces a sudden increase in tariffs, with a total of 40% on top of existing rates, leading to a 50% threshold for most products [1] Group 2: India's Response to Tariffs - Indian Prime Minister Modi is caught between protecting farmers and addressing the impact of tariffs on exports [3][9] - India is considering concessions in agriculture and dairy sectors while maintaining a strong stance on military purchases [3] - There are discussions between India and Russia to enhance cooperation in sectors like rare earth mining and coal gasification [3] Group 3: Brazil's Strategy Against Tariffs - Brazilian President Lula is avoiding direct dialogue with Trump while seeking trade partnerships in Mexico [5] - Brazil aims to increase bilateral trade with India to $20 billion by 2030 and is pursuing regional cooperation to counter U.S. policies [5] - Brazil has filed a dispute resolution request with the WTO against the U.S. tariffs [5] Group 4: Domestic Economic Consequences in the U.S. - U.S. consumers are experiencing significant price increases, with average household expenses rising by $2,400 annually due to tariffs [4][6] - The tech industry is particularly affected, with companies like AMD and Supermicro seeing substantial stock price drops [7] - The current tariff levels are the highest since 1934, indicating a shift in global trade dynamics [8] Group 5: Broader Implications of the Tariff War - The tariff conflict reflects a deeper struggle over national sovereignty and economic independence for emerging markets like India and Brazil [9] - Both countries are navigating complex negotiations, balancing between resistance and compromise in the face of U.S. pressure [9] - The ongoing tariff war may lead to a redefinition of global trade rules, emphasizing the importance of multilateral cooperation [9]
特朗普没想到,印度连施3招反击,防长取消访美,还要断美国财路
Sou Hu Cai Jing· 2025-08-11 22:42
Core Viewpoint - The ongoing trade war between the US and India is more complex than a straightforward confrontation, reflecting India's struggle to balance its core interests against external pressures from the Trump administration [1] Group 1: Economic Impact - The Trump administration has raised tariffs on Indian goods to a total of 50%, which is a significant increase from the previous 25% tariffs, leading to a near 50% surge in prices for Indian products in the US market [3] - This economic pressure directly threatens India's agricultural and dairy industries, potentially jeopardizing the livelihoods of millions of farmers and exacerbating domestic religious and ethnic tensions [3] Group 2: India's Response Strategies - The Modi government has employed three strategies in response to the US tariffs: cutting financial ties, demonstrating political resolve, and seeking external support [5] - The cancellation of multi-billion dollar military contracts with the US, including significant projects like the "Striker" armored vehicle and "Javelin" anti-tank missiles, aims to hit the interests of the US military-industrial complex [5] - The cancellation of the Indian Defense Minister's visit to the US serves as a strong political signal of India's resistance to US economic pressure [5] - India is looking to strengthen trade relations with members of the Shanghai Cooperation Organization (SCO) to reduce dependence on the US market and enhance its negotiating position [5] Group 3: Internal Challenges - There are internal divisions within India, with some factions advocating for concessions to the US, particularly in agriculture and dairy, which poses a challenge to the Modi government's hardline stance [6] Group 4: Future Implications - The outcome of this trade war remains uncertain, with the effectiveness of Modi's strategies in countering US economic pressure and the ability to maintain domestic and international support being crucial for India's geopolitical standing [7]
特朗普秘密指示军方准备动武!印度防长取消访美,还要断美国财路
Sou Hu Cai Jing· 2025-08-11 03:43
Core Points - The Trump administration announced a significant tariff increase on Indian goods, raising the total tariff rate to 50%, which is seen as a response to India's continued cooperation with Russia in energy and arms procurement [1][3][5] - This tariff decision has created uncertainty in defense procurement contracts between India and the U.S., affecting planned military purchases and potentially impacting bilateral defense cooperation [3][11][20] Group 1: Tariff Impact - The tariff increase is expected to raise procurement costs for Indian goods and may affect export orders and investment confidence [3][20] - The U.S. tariffs are perceived as a political maneuver aimed at testing India's diplomatic independence and its defense procurement choices [5][6][22] Group 2: Defense Cooperation - The planned military purchases, including $3.6 billion worth of equipment such as Striker armored vehicles and P-8I anti-submarine aircraft, have been put on hold due to the tariff announcement [11][13] - Despite initial reports of a cancellation of the defense minister's visit to the U.S. and the military purchases, the Indian defense ministry later denied these claims, indicating ongoing negotiations [15][18] Group 3: Strategic Implications - The situation highlights the complex relationship between tariffs and defense cooperation, suggesting that trade policies are deeply intertwined with geopolitical strategies [22][23] - The uncertainty surrounding military contracts emphasizes that the execution of defense agreements is often influenced by broader political and economic factors, rather than just contractual obligations [23]
美国对印度加征高额关税,印度硬刚美国:防长不去了武器不买了
Sou Hu Cai Jing· 2025-08-09 13:36
Group 1 - India has decided to suspend its plans to purchase U.S. military equipment due to high tariffs imposed by the U.S. [1] - The planned visit of Indian Defense Minister Rajnath Singh to the U.S. to announce the procurement of U.S. weapons has been canceled [1] - The suspended U.S. military equipment purchases include "Striker" armored vehicles, "Javelin" anti-tank missiles, and six P-8I anti-submarine reconnaissance aircraft [1] Group 2 - U.S.-India trade negotiations are stalled due to disagreements over tariffs and non-tariff barriers [3] - President Trump has ordered an additional 25% tariff on Indian products, raising the overall tariff rate to 50% [3] - The Indian government has criticized the U.S. tariff increases as "unfair, unjust, and unreasonable," stating it will take necessary actions to protect national interests [3]
被特朗普征50%关税,印度怒了:暂停购买美国新武器和飞机,防长取消访美!莫迪将访华,中方:欢迎
Mei Ri Jing Ji Xin Wen· 2025-08-09 06:58
Group 1 - Recent trade negotiations between India and the US have stalled due to disagreements over tariffs and non-tariff barriers, with the US imposing an additional 25% tariff on Indian imports, raising the total tariff rate to 50% [1][7] - The Indian government has expressed that the US's actions are "unfair, unjust, and unreasonable," and has indicated it will take necessary actions to protect national interests [1] - In response to the high tariffs, India has decided to suspend its plans to purchase US military equipment, including "Striker" armored vehicles and "Javelin" anti-tank missiles [2][5] Group 2 - The US had a trade deficit of approximately $45 billion with India last year, importing $87 billion worth of goods from India while exporting $42 billion worth of goods to India [7] - Indian Prime Minister Modi emphasized the importance of supporting local manufacturing, stating that India must remain vigilant regarding its economic interests [7] - Indian businesses in the US are struggling due to the increased tariffs, with reports of significant declines in sales and profitability, particularly in the jewelry and grocery sectors [8][10] Group 3 - Modi held a phone conversation with Russian President Putin, reaffirming India's commitment to deepening strategic ties and inviting Putin to visit India later this year [11] - Discussions between India and Russia included cooperation in various sectors such as rare earth mining, industrial infrastructure, and aerospace technology [12] - Modi is expected to visit China for the Shanghai Cooperation Organization summit, which may influence India's diplomatic stance amid rising tensions with the US [14]
暂停购买!美国、印度,突传重磅!
券商中国· 2025-08-08 23:35
Core Viewpoint - The article discusses the impact of the U.S. imposing a 25% tariff on Indian goods, leading to India suspending its plans to purchase new weapons and aircraft from the U.S., which has caused fluctuations in international oil prices [1][2][5]. Group 1: Tariff Impact on India-U.S. Relations - India has suspended its plans to procure new weapons and aircraft from the U.S. as a direct response to President Trump's announcement of a 25% tariff on Indian goods, which brings the total tariff rate to 50% [2][5]. - The Indian Defense Minister's planned visit to Washington to announce procurement plans has been canceled due to the tariff situation [2][3]. - Discussions regarding the purchase of General Dynamics' "Striker" armored vehicles and Raytheon and Lockheed Martin's Javelin anti-tank missiles have also been paused [2]. Group 2: Economic and Strategic Reactions - The Indian government views the U.S. tariffs as "unfair, unjust, and unreasonable," and has stated it will take necessary actions to protect national interests [5][4]. - India is considering trade concessions to the U.S. during the 21-day window before the new tariffs take effect, particularly in agriculture and dairy sectors [6]. - The Indian government is also exploring opportunities for industrial cooperation with Russia, including rare earth and critical mineral extraction, amidst the pressure from U.S. tariffs [7][8].