Whalesbook
Toh bhai, kya hua hai ki US Supreme Court ne February 20, 2026 ko jo Trump ji ke time pe bade-bade tariffs lagaye the na, unko invalid kar diya hai. Matlab, woh law hi khatam. Ab US govt ne emergency mein Section 122 ke under 10%, aur phir 15% ka global import surcharge laga diya hai sab cheezon pe.
Isse pehle jo India aur US ke beech 18% reciprocal tariff ki deal chal rahi thi na, uska impact ab kam ho gaya hai. Pehle India ko lagta tha ki apne exports pe kuch concessions milenge, lekin ab jab sab cheezon pe hi 10% ya 15% duty hai, toh India ke diye hue concessions ki value thodi kam ho gayi hai. Basically, India ab zyada leverage use kar sakta hai.
Haan, kuch sectors mein situation abhi bhi tight hai. Jaise steel, aluminium, aur copper pe abhi bhi 50% ki heavy duty chal rahi hai national security ke naam par. Aur gaadiyon aur auto parts pe bhi taxes kam nahi hue hain.
Kuch logo ko yeh bhi lagta hai ki India apni sovereignty thodi kho raha hai, specially Russia se oil khareedne ke mamle mein US ka interference hai. Aur yeh baar-baar policy change hone se business mein uncertainty bhi badh rahi hai. Deal se fayda kam aur risk zyada lag raha hai kuch experts ko. Analysts bol rahe hain ki jo deals executive discretion pe banti hain, woh jyada stable nahi hoti.
Iss sab ko dekhte hue, New Delhi ne strategically ye talks postpone ki hain. Ab woh naye tariff structure ke hisaab se, apne agreement mein changes invoke karke (escape clause use karke), better terms nikalne ki koshish karega. Goal ye hai ki Indian exporters ko asli fayda ho, na ki sirf deal ke naam par kuch mil jaye.