India - US Tariff and Relations | News + Updates

25% tarrifs on India seem more than simply playing a "card". If Pakistan can extract benefits for whatever reason, that being said, it's good for it.
absolutely, we don't know yet what is the tariff rate for Pakistan, if its lower than 25% we will definitely get a competitive price advantage in US market.
 
Looks like the Indian stock market took a 540 point hit today.

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No, Sindoor caused — the U.S. has always given strategic importance to Pakistan because of its geographic location.

From Washington’s perspective, investing in Pakistan has often been more beneficial, as Pakistan plays a key role in three critical areas:

1. China
2. Managing the situation in Afghanistan
3. Potentially useful in any military plans involving Iran

In contrast, India is primarily seen as a counterweight to China — it doesn’t offer the same regional leverage across multiple fronts.

During the recent Iran-Israel tensions, the U.S. once again realized Pakistan’s importance. In any escalation with Iran, air bases or access to Pakistani airspace could become crucial — and historically, Pakistan tends to cooperate with the U.S. when the right incentives are offered.

While the U.S. has been trying to position India as a strategic partner against China, the returns haven’t met their expectations. That’s why we’re now seeing noticeable shifts in recent U.S. foreign policy—reassessing old partnerships and rebalancing priorities.

Right but what happen is post Sindoor world learned Pakistan is peer competitor of India in conventional warfare. This also show to the world that this country isnt going anywhere so may as well do business with it.

It also showed the world that Chini military maal isnt to be taken as a joke like Indians did.

Hence combination of Pakistan with world class Chini weapons is very dangerous. Both can take care of QUAD, hence you will now see QUAD slowly becoming irrelevant.
 
That is an extremely ignorant take. "Americans" are not some monolithic group. Thousands of American entities have invested, each with their own motive. Almost all of those entities care only about their own profit, not about geopolitical BS like being a bulwark against China or anyone else. As long as their investment makes money , they will be happy. The same is true of the billions Chinese companies have invested in India. If the Indian government allowed them, they would invest even more if there were an opportunity for profit.
Interesting:
Thousands of American firms had invested in Russia also and much earlier from 1950-1978 in Iran and Libya as well. India itself had a pretty robust economic relationship with the USA during the Kennedy-Nehru era, to be followed with no US ambassador in Delhi for 6 years from 1971-1977 ( Nixon-Indra Gandhi era) .,
So we don't see how that is an insurance against India getting sanctioned. once again.
 
US has not fully announced what they are going to hit you with, so even those crumbs of comfort may dissapear, may be worth waiting before coming up with conclusions
It's already in place. Who is going to supply them generic medicines? Pakistan?
 
This tariff thing is still in a fluid state. Trump has still not decided on many countries. For many others a high rate has been already declared to either coerce them to fall in line or as an interim measure, till trade talks come to some conclusion.
Then there are countries on whom Trump declared high tariff and then realised that US had a trade surplus with them and any reciprocal measure would hurt US interests. Then they went on to put many items in low tariff rate to salvage the situation. This was surprising since, Trump would have been advised by experts and it amazes me how they missed these details and allowed such basic mistakes. It could be also due to these people have their hands full due to number of such negotiations in the works.

This sudden scorn for India and love for Pakistan is definitely surprising. Modi must be at his wits end to lower the tempers. No sudden measures are unlikely to be declared by India, since, that is Trump’s forte and only he can do those theatrics.

India would have to move with caution. It is US after all.

It is good to be on the right side here and very very bad to be towards the wrong one.
 
Look at the thread title and look where you're taking the thread.
Try to keep Pakistan out of every other post you do.....
Isn't the thread already merged with Trumps comments on Pakistan and importing oil and what not
 
Right but what happen is post Sindoor world learned Pakistan is peer competitor of India in conventional warfare. This also show to the world that this country isnt going anywhere so may as well do business with it.

It also showed the world that Chini military maal isnt to be taken as a joke like Indians did.

Hence combination of Pakistan with world class Chini weapons is very dangerous. Both can take care of QUAD, hence you will now see QUAD slowly becoming irrelevant.

No — as I said, it’s all about interests, not emotions.

The U.S. wants India to take the lead against China, with America playing a supporting role in the background. They don’t plan to get directly involved in that conflict — India is expected to carry the frontline burden.

But with Pakistan, it’s different. The U.S. isn’t expecting Pakistan to fight anyone — they need logistical support, access, and influence in the region. That’s a completely different kind of strategic interest, and it’s not about Pakistan’s military capabilities.

Take the recent Iran–Israel conflict as an example. It underscored Pakistan’s strategic importance. If that situation had escalated — or if it does in the future — the U.S. would likely need access to Pakistani airspace or bases for operations in the region.

The U.S. responds to immediate, active threats, and right now, Pakistan offers more value for that specific need than India. It's not about choosing sides — it's about who serves the current objective better.
 
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India will resist American imperialism on global trade.
 
What kind of tariffs are these, and now he says we'll know in a week about actual tariffs.
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Yeah I seen this too.

From aug 1 will be some "interim" trade deal anyway till aug 25? when there is supposed to be next major meeting between both sides for something more long term. Maybe more TACO carveouts at that point and India makes some more concessions, we have to see.

Its only in 2026 we will see what the final rates and tiers are for China relative to India too, to see what the relative slant on capital is there.

It is all relative in the end, what is the capital market scale (upstream to GDP foreign intersection i.e capital account, forex and then current account) of entities at hand, and then what is the differential pricing imposed in this that causes extra capital flow where competition for various sectors exists.
 
Trump has created an image of lunatic for himself. Pseudo unpredictable would be the right word to describe him.
He is an astute businessman and using same formulas here.

Modi and team isn’t dumb either. When they denied Trump’s role in the ceasefire, they must have done due diligence and worked out the possible outcomes.

A large number of people suffer from conformation bias and have scorn for Team Modi. That makes them assume that they would always blunder and fail. That has been proven to be 180 degrees opposite quite a few times in the past.

Trump could be using his image of pseudo un-predictive to put pressure on India for the trade deal. Last I heard the biggest bone of contention was farm sector access. No politician in India would commit harakiri by allowing farm sector access to the US. For them remaining in power is more important.

This tariff thing is an unfolding story and any conclusions made right now, could be premature.

Trump for no reason started a 51st state blah blah with Canada (literally the best little bro of US long term), that upset Canadians far more than the tariff stuff. So if that's being done to Canada and other allies (Denmark w.r.t Greenland also comes to mind), more nuanced relationship countries will fare worse at times (theatrics wise) on it too.

He has a goldfish memory "spur of the moment" thing that airs out in his way "to add leverage pressure" (especially online where truth social is some vent space), that countries have to basically wait out till the next thing occupies his attention more. Countries have to ignore the orange manchild theatrics and focus on the bigger picture basically.

In this one Russia was formerly a "good guy" (upsetting all the democrats, pro ukro people etc and then famous outburst on zelensky visit to white house etc), now its a "bad guy" (Putin basically played Trump and Trump upset by that) and the election promise of 24 hours "russia and ukraine would stop" is now sticking out as sore thumb....so India got caught up in that now too.

It is telling that EU countries (far more pro-ukraine and anti-Russia consistently) wont tariff or stop refined energy imports from India. i.e it shows selective transactional excuse pressure muddled in Trump's head with Lindsey Graham and others soundbiting/egging him on so the outbursts become dice rolls each day heh.

Best to give some time to play out and see how it settles.
 

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