【貿戰風雲】印度美國貿易談判快達成 臨近7月關鍵期限




美國、印度及中國推進重大貿易談判

印度和美國在雙邊貿易協議上取得顯著進展,雙方目標是在美國的90天互惠關稅暫停於7月9日到期之前,達成一項臨時協議。談判主要集中在增加市場准入和降低關稅方面,印度雖然抵制開放如小麥和乳製品這些敏感行業,但對杏仁和核桃等產品提供了關稅減免。特朗普總統和莫迪總理的目標是到2030年將雙邊貿易增長至5000億美元,初步協議可能在6月底或9月達成。與此同時,中美在倫敦的高層貿易會談後達成了原則上的框架協議,這些發展被視為全球經濟穩定的積極信號,印度官員對包括與歐盟和英國的新貿易協議在內的多個新協議持樂觀態度,這將有助於緩解印度面臨的全球地緣政治風險。商務部長Piyush Goyal表示,由於這些強有力的國際貿易談判,印度在增長方面處於有利地位。

關鍵點

* 印度已經降低了包括波本威士忌和摩托車在內的多項商品的關稅,這是與美國持續貿易談判的一部分。
* 中國國務院副總理何立峰強調,中美經濟和貿易關係的本質是互利共贏,並表示中國不尋求衝突,但不會被貿易戰嚇倒。
* 在倫敦舉行的中美經濟和貿易磋商機制第一次會議中,雙方就實施最近高層會談中達成的共識達成了原則上的框架協議,旨在加強信任,促進經濟關係的穩定和健康發展。
* 外交部長S Jaishankar澄清,印美貿易談判在美國於4月2日宣布關稅之前就已經開始,並重申在所有問題達成一致之前,沒有任何決定。
* Jaishankar將印巴衝突與恐怖主義聯繫起來,強調問題不在於巴基斯坦作為一個國家,而在於巴基斯坦支持的恐怖主義,並警告未來的恐怖主義挑釁。

評論

這次美印中三國的貿易談判不僅是經濟合作的深化,更是全球經濟格局重塑的縮影。美國在這一過程中展示了一種多邊貿易戰略,旨在分散對單一國家的依賴,並在全球範圍內加強其談判地位。這種策略的形成反映了當前地緣政治緊張局勢和經濟分裂的背景,尤其是在最近的危機中供應鏈脆弱性暴露之後。

印度在同時與東西方夥伴達成協議的努力中,試圖利用其作為中國的重要替代者的地位,而中國則在面對近期關稅壓力和全球需求重組的情況下,表現出談判的意願。這些動態反映出一個向多中心秩序轉變的世界,美國正在調整其貿易政策,以從新興的區域聯盟中獲益。

然而,這些談判並非一帆風順。中美之間的緊張關係和印度對於開放敏感行業的抗拒都是潛在的挑戰。未來的貿易協議將如何影響全球經濟趨勢,仍需密切觀察。這些協議不僅僅是經濟上的合作,更是政治和戰略上的博弈,對全球經濟的影響將是深遠的。

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