India - US Tariff and Relations | News + Updates

India will retaliate with reciprocal measures against such unwarranted aggression by American presidency.
 
Meengla said:
Right.
Also, one thing for sure: Americans are far more capable of destroying the Indian economy then vice versa. A mere equitable distribution of H1B visas and preventing loop holes in outsourcing/offshoring will start to hurt India. Someone here posted a video where a Trump affiliate is blaming India for 'visa frauds'; that tells you that Americans are aware of the Indian shenanigans. There is plenty of skilled labors spread over dozens of poor countries who'd take over and it wouldn't surprise me that Indian companies based in America themselves who'd be part of such offshoring/outsourcing if the Americans decide to punish India.
Indians here are in denial if they think that Trump is not bullying them to get concessions: 'Do More!' . India doesn't have the leverage to counter a person like Trump who takes personal slights too personally. There are some Indian analysts who are even saying to lay low until Trump becomes a Lame Duck President after the Nov. 2026 Mid Term elections.
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And for all the misgivings people may have about the Field Marshall, he has played Trump masterfully, as we would expect from an intelligence chief. The game is not about how things ought to be but how they are perceived to be. Pakistan build a perception, while Indian egos have wrecked theirs; Wish-waguru aka Visa-waguru and the like.
 
Dalit said:
More ammunition for Trump against Hindustan.
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Now Pakistan just needs to work on getting its companies at least competitive enough to draw business away from Indian companies. Pakistan needs to leverage and reforming nearly everything it has to start growing at least 8% to change global perceptions.
 
PakFactor said:
View attachment 138996

Tariffs will mostly be paid by those who source products into the country, by retailers, or by those who pass them on to consumers.

Trump hasn't won a trade deal with any major country, and Pakistan can't even be considered a major country economically, where Trump can claim a home run victory. The main tension between Trump and India is the trade negotiations; the main sectors it wants to open up for its export markets are agriculture and dairy. The Indians are hesitant, as more than half of their population relies on this sector and has heavy barriers to entry. The U.S. agriculture sector is badly hurt due to Chinese restrictions and is sourcing more of the products from South America and Australia. [The agriculture and dairy sector is also an issue between Canada and the U.S.]

The second sector is energy; the U.S. wants enough access for India to become reliant on it and not on Russia. The Indians do not want to be energy dependent on a single source; they don't want to solely rely on U.S. LNG and other fossil fuels, but have diversification. As the current rates are, its purchasing has allowed international rates to be maintained along with domestic prices, and is a factor in its output of goods, as energy costs are a main input.

Do note, Trump asked other Quad members to choose if they would go to war with China; to date, there has been a muted public response from non-Indian member states.

First, Pakistani's were up in the air, they need to choose to confront China, then it comes to Russia, and India must choose from other sources, I'm wondering what it will be tomorrow. I don't know if I should laugh or cry at my countrymen.

For all intents and purposes, Trump thinks like a businessman and nothing else; he's not a politician. He thinks everything in terms of monetary gain.

Note: To this day, the West, including the U.S., is purchasing raw materials from Russia; it itself isn't practicing what it's preaching, so this should tell you the issues are elsewhere. He's trying to dangle a threat in front of India.

India is sticking to its neutral stance, and even when there's U.S. pressure, it's taking a pragmatic approach; it's not going to be a decision akin to flipping a switch overnight, it doesn't operate like Pakistan under the weight of a threat.

In all this, I wonder if Pakistan is evaluating its stance. It's trying to cozy up to the U.S., and with Gulf Allies in the U.S. camp, what will it do when the time comes? The Pakistanis do not have much moat to weather a storm when it comes their way.
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Yup it is essentially a statist tax in the end on US consumer.

It needs large differentials over prolonged period of time for capital to move from A to B given capital inelasticity (which ends up being price increase on US side from the tax).

Everyone (with some appreciable capital) clumped together in the 15 - 30% range will see marginal shifts at best.

In end mid and long term (for India, ASEAN etc) really depends on final effective tariff rates on PRC by US, regarding capital pressure there.

Some countries have not accumulated much capital at all, which I guess generates commensurate hot air trolling which is kind of amusing to watch.
 
PakFactor said:
It's what I have been trying to explain to our Pakistani brethren, but many have developed shit for brains. @kmc_chacko has said it as simply as possible without being technical.

All Trump wants is access to two main sectors in India, which are well protected and for good reason. It's not any different than Canada protecting theirs.

This whole fight with China is also getting out of hand, as India has never stated its intention from the beginning to become physical; several months ago, Trump asked other QUAD members, and they had a muted response if they would come and fight China.

Those saying India took money from the West and the U.S.; the answer is, no, India offered a service, the others paid for it, the West had other options, it chose what was economical for it, it never came with strings attached.

PakFactor

Post in thread 'India - US Tariff and Relations | News + Updates'

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Tariffs will mostly be paid by those who source products into the country, by retailers, or by those who pass them on to consumers.

Trump hasn't won a trade deal with any major country, and Pakistan can't even be considered a major country economically, where Trump can claim a home run victory. The main tension between Trump and India is the trade negotiations; the main sectors it wants to open up for its export markets are agriculture and dairy. The Indians are hesitant, as more than half of their population relies on this sector and has heavy barriers to entry. The U.S...
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That's yet another thing people don't understand (falling for the trump clownish buffoon blab).... people get something in return for spending money to buy (and likewise they get something in return for buying from you).

Its trade, not a handout.

The handout "ripped off" (as though Americans got nothing in return for the trade, commerce and investment they engage in with world) MAGA-blab Trump has leaned into reeks of victimisation. Few things sell as well as victimisation dynamics in polarised "zero sum" politics though. Politics likes to summarize the world of nuance + positive sum into a zero sum.
 
Back to back short videos. First by an Indian vlogger with English captions and the second by Bloomberg TV. One of the Bloomberg guy is fair in saying that it were the Americans and the EU themselves which allowed India to buy and sell the Russian oil but now Trump is coercing India. But none of these videos are comforting to Indians should Trump go through with his threats.


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DUBAI: India’s biggest jeweller and watchmaker Titan is exploring shifting some manufacturing to the Middle East Gulf to maintain low-tariff access to U.S. markets amid trade tensions between Washington and New Delhi, Managing Director C.K. Venkataraman said on Tuesday.

Titan, part of the Tata Group conglomerate, announced this month plans to acquire a majority stake in Dubai-based luxury retailer Damas, which operates 146 stores across the Gulf. In light of the deal, valued at $283 million, Venkataraman told Reuters the region is being considered “as a manufacturing base to export to the U.S.”

His comments reflect how global companies may seek new routes to navigate trade barriers, as the U.S. levies or threatens tariffs on international trade partners.


Last month, U.S. President Donald Trump slapped a surprise 25% tariff on imports from India and threatened further hikes this week over India’s purchases of Russian oil.

In contrast, the United Arab Emirates faces a 10% tariff under Trump’s baseline rate.

Indian jeweller Titan to buy large stake in Dubai’s Damas

Titan’s Tanishq brand has several U.S. stores and is planning a major expansion, while its diamond-focused label CaratLane launched in the U.S. in October, the company said.

Titan began talks to buy Damas in 2024, before U.S. trade policy shifts came into focus. Shifting some manufacturing to a Gulf Cooperation Council country would be a way to mitigate recent rises in U.S. tariffs, Venkataraman said in a video call with Reuters.

The U.S. is a less feasible manufacturing base due to cost and skills constraints, especially for artisan-made jewellery, he said.

“If the tariffs remain like what they are currently threatened to be, then any arbitrage on a tariff … any significant arbitrage would be meaningful for us to consider,” Venkataraman said.
 
Nice prodcost with the details
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Bold jai Shankar -
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FuturePAF said:
No one thinks this is the “end” of the Indo-US relationship, but the US raising the stakes for what it expects, in exchange for market access. Also the quad may not be. Treaty based collective defense organization, but the way LEMOA allows the kind of temporary basing for repair arrangements are:

1. Seen as the foundations for something more by China.
2. It is the Indian reluctance to not get drawn in, because during biden’s tenure, only so much was asked of India. Trump has raised the expectations, as China appears to be harder to contain than what he or the American policy making class had estimated.
3. India’s poor performance, at least as far as Trump is concerned, has him second guessing why India deserves market access when India doesn’t align with greater US interests.
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India would never allow any military operations from its soil. This has been a policy decision since 1947 and isn’t likely to be changed. This is well known all across as well as Trump administration.
When did Trump make such a demand from India? These are wild theories being dished out for the purpose of sensationalism, nothing more.
Why did he impose tariff on Canada? It is a NATO ally after all.
And if, Pakistan was really some kind of star then why 19%? Why not zero?
Trump speaks first and then thinks. Even his administration is not able to catch up in this regard and has been fumbling, off late.
Few nations with whom US had trade surplus were also imposed with heavy tariffs, which were retracted later on realising the goof up.
Zelenskyy saga is another example of 360 degree turns by him in a short span of time.

It must be devastating for many here, on seeing India calling out US for maintaining trade with Russia while asking India to not do so.

And thats called spine.
 
FuturePAF said:
And for all the misgivings people may have about the Field Marshall, he has played Trump masterfully, as we would expect from an intelligence chief. The game is not about how things ought to be but how they are perceived to be. Pakistan build a perception, while Indian egos have wrecked theirs; Wish-waguru aka Visa-waguru and the like.
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Munir is being made to be larger than what he is.
One lunch, Nobel preach prize nomination and he has been touted as a 4D chess player.
The very next day, the 4D appeared like 0 D when US attacked Iran.
Hoping and expecting a General to suddenly become a seasoned diplomat is asking for too much from him.
He was already a master military strategist, an economist par excellence and now a diplomat too?
Just think.
 
Master Chief said:
Not sure if you even can read plain English. Imran Khan and every Pakistani PM during Modi's tenure have all directly named Modi and implicated him when criticising his policies or narratives against Pakistan. The evidence is in plain sight.

I am asking when Modi will directly call out Donald Trump for his attack on India. Pakistani PMs do not hesitate to declare Modi as the cause of hindutva hatred manifesting as acts of war against Pakistan. There are many such statements. Here is but one:

Imran Khan: "I want to reiterate that my govt will continue to expose India's belligerent designs towards Pakistan & Modi govt's fascism. Int community must stop India from its reckless, militarist agenda before the Modi govt's brinkmanship pushes our region into a conflict it cannot control."

Where is Modi's scathing critique of Trump or even of Trump's government? Will Modi not even take the man's name as the direct cause of India's current tariff headache?

It's fine. I get that you are embarrassed by the saviour of Indian civilisations quiet ruminating. Embarrassment builds character though. 👍
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And Modi didn't give a flying F about what you all got to say. Neither will he talk about what Trump and address the President directly. Diplomacy 101. You can learn a thing or two about that. I understand the silence is killing many. But he's going to leave the talking part to foreign affairs like he should and talk to Trump face to face when he gets time.
As for Imran Khan, like I said he unnecessarily dragged internal politics in India for his convenience thinking he can oneup Indian politicians, nothing substantial came out of any of it. Too bad he is rotting in prison, was quite the show, the current ones are no fun.
 
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