Whalesbook
Deal ke andar kya hai? (What's inside the Deal?)
Toh bhai, ye jo 18% tak tariffs kam hue hain na Indian goods par, ye kaafi important hai. Pehle toh ye tariffs 25% ya kabhi kabhi 50% tak bhi jaate the, jis se India ka export compete karna mushkil ho jaata tha. Ab ye rate Indonesia (19%) aur Vietnam (20%) jaise deshon ke almost barabar aa gaya hai. Bangladesh (19-35%) bhi hai line mein. Deal mein ye bhi hai ki India bhi US ke industrial aur agricultural products par tariffs kam karega.
Par suspense kahaan hai? (Where's the Suspense?)
Asal baat toh ye hai ki, itni khushi ke baad bhi sabko thodi doubt hai. Kyunki abhi tak koi official joint statement nahi aaya hai, koi final text nahi hai aur na hi ye saaf hai ki is deal ko enforce kaise kiya jayega. Aur bhai, ye jo $500 billion ka target hai na, ye thoda zyada hi ambitious lag raha hai. India ka current import toh $50 billion se bhi kam hai! Analysts keh rahe hain ki ye sirf ek aspiration hai. Plus, ye deal India ke Russian oil kharidne se bhi link hai, jisse ye thoda transactional feel ho raha hai.
Toh fayda kya hoga? (So, what's the benefit?)
Agar sab smooth chala, toh economists keh rahe hain ki India ki GDP growth mein 0.20-0.25% ka boost aa sakta hai. Moody's Investors Service ko bhi lagta hai ki ye textile aur pharma jaise export sectors ke liye bahut achha hai. IT sector ko bhi tension kam hogi. US Trade Representative bhi ab bilateral agreements aur enforcement par focus karega, toh strategic alignment acchi rahegi.