India - US Tariff and Relations | News + Updates

Dark-Lord said:
First two export deal by year end.
Likely Sri Lanka will be pressurized first into buying it.
Followed by Botswana
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I really enjoy your posts, please keep posting stuff like this. Also hope you share that big spliff amongst your mates
 
Master Chief said:
The UK experience has been precisely of India origin politicians (+ Rishi Sunak, who is technically Pakistani origin, via Kenya, but due to some bizarre sense of disloyalty he thinks he is one of your lot....can't think why that might be) taking advantage of their position to fully facilitate Delhi's interests, shamelessly so, though I will accept that this is accentuated based on which party one is a member of (I.e. tories are by far the worst).

Priti Patel is a great case study, quietly scuttling off to arrange deals with Jaishankar while the camera was focused on perpetual clownery from her boss Boris getting his backside handed to him over domestic incompetence.

Some of this is down to British white people having a unique "guilt complex" towards Indian origin folk, as if something is owed to your lot after "partition" already brought you far more than was ever earned.

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I read too much x origin, y Origin yada yada. I don't even know the relevance of some British politicians in this discourse or this topic.
 
r3alist said:
You just described a downgrading then, either way.
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No, I simply said US actions inconsequential as proven by the recent tariffs.
r3alist said:
India explicitly asks America to support its rise and growth, and for technology transfer.
You guys know yourselves certain areas you cannot really do much without Chinese or American help
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India don't need to ask for anything. It'll be given regardless because certain realities are such that either they share tech or we look elsewhere.
r3alist said:
Maga was once India's favourite American political movement
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Just like Obama was a great friend of Modi. He made an unusual number of visits to each other and there was too many performative stuff on camera between Modi and Obama. Then Obama was a great friend of Modi then Trump was a great friend, Biden and so on and so forth.
 
Vikramaditya1 said:
No, I simply said US actions inconsequential as proven by the recent tariffs.

India don't need to ask for anything. It'll be given regardless because certain realities are such that either they share tech or we look elsewhere.

Just like Obama was a great friend of Modi. He made an unusual number of visits to each other and there was too many performative stuff on camera between Modi and Obama. Then Obama was a great friend of Modi then Trump was a great friend, Biden and so on and so forth.
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These are just non-sequiters, you do ask for technology from America, you do need engines provided, and you are setting yourself up for ridicule if you say they are in consequential to India. What about visas and then anytime they entertain the idea of Pakistan, this completely dominates the Indian news cycle and psyche.
 
Vikramaditya1 said:
No, I simply said US actions inconsequential as proven by the recent tariffs.

India don't need to ask for anything. It'll be given regardless because certain realities are such that either they share tech or we look elsewhere.

Just like Obama was a great friend of Modi. He made an unusual number of visits to each other and there was too many performative stuff on camera between Modi and Obama. Then Obama was a great friend of Modi then Trump was a great friend, Biden and so on and so forth.
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Just because the impact has been absorbed by India in the short-term doesnt mean the American actions are inconsequential. The Modi government can't keep cutting taxes and throwing money at exporters forever. While economic growth and exports have held up, financial markets, which are forward looking, tell a different story. The Indian currency has underperformed significantly and so has the stock market, in constant dollars terms. There is a reason why the Indian government wants to get a "good deal" soon and is trying to manage the Russian oil import issue without losing face and looking weak domestically.
 
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r3alist said:
But then your military posturing is not commensurate to your current economic strength, in any case you are deluded if you think the world just Waits so you can grow in a linear fashion and then decide to throw your weight around when you think you have a good position. How naive. Actually Nations with more prowess will just see this as weakness or poor strategic decision making and fill in the void.

Let me give you a good example, you have turned all of South Asia against you and now you have a brand new front potentially in Bangladesh, Pakistan is still there, improving, and Turkey and China have filled the void.

So consequently, you will have to spend further money on your military to meet elevated threats. If your economic strength was what you thought it would be then the region would at least not be as hostile, I don't see how you can keep talking only about the economy when your region around you is stretching your military on this trajectory
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That argument assumes power projection must always be loud, immediate, and proportional to GDP is an outdated view of statecraft. Strategic restraint during economic scaling is not delusion, it’s a deliberate choice made by every successful rising powers, including the US and China in their respective growth phases.

The idea that South Asia has “turned against” India is overstated. India remains the region’s dominant economic partner and security provider, from disaster relief to maritime security, while most neighbouring frictions are structural, not the result of Indian “weakness.” Bangladesh, in particular, is economically intertwined with India to a degree that makes the “new front” narrative more speculative than strategic.

Pakistan “improving” does not alter the fundamental asymmetry in economic depth, defence industrial base, or diplomatic reach. As for Turkey and China “filling the void,” China’s presence is transactional and debt-driven, not stabilising, while Turkey’s influence is episodic and ideological and doesn’t have depth due to Turkey’s own limitations in reach and scale.

Yes, elevated threats require sustained defence spending but that is precisely why sequencing matters. Burning capital on maximalist military posturing before economic mass is achieved is how states stagnate. India’s approach is not to ignore its neighbourhood, but to ensure that when it does exert weight, it does so from durability, not bravado.

Strength isn’t proven by constant escalation, it’s proven by the ability to absorb pressure without derailing long term objectives. All the markers clearly indicate that both sides were not seeking escalation. After all, it was India that ended it on a high with successful attacks against so many Pak installations. For your side digital warriors are still at work trying to find a silver lining. So, the assumption that India was on a back foot on 10th May is false narrative.
 
Owaiz said:
It is true that the Indian economy's macro indicators have held up so far after the US tariffs were imposed, but it does not mean they have not had major impacts. The Modi government provided a major fiscal stimulus through tax cuts and exports have yet to feel the full brunt of the tariffs because of some export orders being sticks, exporters eating the cost in the short-run to maintain the relationship in the hope that tariffs would soon be rationalised and also transshipment of some exports. As this momentum fades, Indian exports will face the full brunt of the high tariffs unless a deal is reached soon. Moreover, there is already empirical evidence that labour intensive export focussed sectors of the Indian economy are already adversely affected. While the Modi government has done a good job of absorbing the impact, it can't keep cutting taxes and the marginal return from deregulation / structural reforms will also diminish over time.
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It is fair to say that tariffs do not operate with immediate, full-force transmission, and that some short term cushioning has come from fiscal measures, contract stickiness, and exporters absorbing part of the cost. Labour intensive sectors are also more exposed, and early stress in some of these areas should not be dismissed.

That said, the argument overstates both the exhaustion of policy space and the inevitability of a sharp export shock. India’s response has not been limited to blunt tax cuts, but has combined targeted fiscal support, PLI-linked industrial policy, logistics and infrastructure upgrades, and supply chain diversifications, all of which have medium term effects that go beyond tariff mitigation.

Moreover, the assumption that exporters are merely “buying time” underestimates India’s growing role as a supply chain alternative. For many buyers, switching away from Indian suppliers is neither costless nor quick, particularly in pharmaceuticals, chemicals, auto components, and electronics, where India’s competitiveness is improving structurally.

Tariffs are a headwind and not a non event, but neither is India’s current resilience a temporary illusion. The real question is not whether the impact will show up, but whether India’s ongoing structural adjustments can offset it over the medium term. So far, the evidence suggests that risk is being managed, not deferred.

Meanwhile a Tariff deal is being negotiated actively. If it does materialise, it would add to the fiscal efforts being made, giving substantial positives to the economy.
 
My word, what a long winded way to say that India is not in control of so many aspects around its security and growth
 
@Yasser76

Shame rest of the world does not agree with the military bit....

So at least on the economic front, there is a global consensus that IND is ahead of PAK. (Barring perhaps my old friend Professor Riazul Haq sb)

Military matters are open to debate.

Regards
 
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