트럼프 복귀, 인도가 웃는 이유

President Donald Trump said that he plans to enact tariffs of as much as 25% on Mexico and Canada by Feb. 1, reiterating his contention that the US’s two immediate neighbors are allowing the flow of migrants and drugs into the country https://t.co/plElDvPvXJ pic.twitter.com/YydCNCinbi

— Bloomberg TV (@BloombergTV) January 21, 2025

 

Trump says his threat to hit China with 10% tariffs on all imports remains on the table https://t.co/InME8lsuSZ

— Bloomberg (@business) January 22, 2025

 

The dollar strengthened against major peers Wednesday after US President Donald Trump reiterated he was weighing a 10% tariff on China https://t.co/elQDyrj3gB

— Bloomberg Asia (@BloombergAsia) January 22, 2025

 

China’s not the only one trying to make nice with Trump. Read today's India Edition by @menakadoshi for analysis and dispatches from #Davos. (Free read) https://t.co/Oj0sFJLjii

— Bloomberg (@business) January 22, 2025

 

 

이번 주는 대선 기간 내내 '윤석열'이 동네 북인 줄 알고 설처댄 미국 대통령직의 '원맨쇼' 외 별다른 재료가 없고 '트럼프'가 '불참'한 다보스(Davos)도 주목을 받지 못하고 있습니다. '트럼프'는 멕시코와 캐나다 25% 관세에 이어 중국에 2월 1일부터 '10% 관세'를 논의하고 있다고 밝혔습니다.

 

India is considering revoking a three-year ban on futures trading in seven farm commodities including wheat and unprocessed rice, after studies found the steps were counterproductive, according to a person with knowledge of the matter https://t.co/aXm5Mx3xkB

— Bloomberg Asia (@BloombergAsia) January 8, 2025

 

In 2025, India and Japan will delve deeper into defense and security ties that they diligently strengthened throughout 2024.

https://t.co/VseHkcPfyx

— The Diplomat (@Diplomat_APAC) January 4, 2025

 

India and Afghanistan’s Taliban-led government will use Iranian ports to revive bilateral trade as the two countries move to normalize relations https://t.co/35EnqFl7PX

— Bloomberg Politics (@bpolitics) January 9, 2025

 

India’s army chief said the situation along the country’s border with China remains calm but the two nations need to rebuild trust in order to normalize relations https://t.co/yqogWYPGkp

— Bloomberg Politics (@bpolitics) January 14, 2025

 

 

'트럼프' 복귀에 '인도'가 웃고 있습니다. 미국은 중국의 부상과 공세적 행보를 견제하기 위해 지정학적으로 인도양 중심에 있으며, 중국과 국경을 맞대고 있는 '인도'를 중국의 해양 활동을 견제(Quad)할 최적의 파트너로 여겨왔습니다.

 

India is so big and decentralised that it will be hard to keep track of how well it adapts to climate change. But the fact that air pollution in cities like Delhi has grown unbearable could spur greener policies https://t.co/DSStvCbEOq 👇

— The Economist (@TheEconomist) January 6, 2025

 

The clean energy unit of NTPC, India’s largest thermal power producer, is developing a green hydrogen hub at an estimated cost of $21 billion as the country seeks to add more carbon-free fuel to meet its needs https://t.co/ywWTBid8AA

— Bloomberg Asia (@BloombergAsia) January 7, 2025

 

From US bedrotters to India’s timepassers, young people all over the globe are spending more of their lives staring at their phones. https://t.co/vUkkIP6ksR

— Bloomberg Opinion (@opinion) January 6, 2025

 

India's deepening slowdown is raising concerns that a three-year boom wasn’t the start of a new era but a blip https://t.co/LbIUtBAIuH

— Bloomberg Economics (@economics) January 8, 2025

 

 

경제적 측면에서도 현행 60%에 10% 추가 관세를 예고한 '트럼프' 1기 시절, 대중국 고율 관세 정책은 '인도'의 대미 수출 확대 기회를 제공했으며, '인도'가 글로벌 공급망의 핵심 국가였습니다. IMF는 '인도' GDP 성장률을 2025년과 2026년 모두 6.5%로 전망하고 있으며 이는 2025년 중국의 5.5% 목표와 세계 평균인 3.3%를 상회하는 수치입니다.

 

Dealmakers are eyeing a revival in Asia’s IPOs in 2025 as India’s pipeline remains robust and a recovery in Hong Kong takes hold. Here are the biggest new listings to watch this year https://t.co/wvx7coRM1X pic.twitter.com/b4lt2SmzAI

— Bloomberg Markets (@markets) January 6, 2025

 

India’s government is considering fresh subsidies for electronic component-makers and cutting tariffs on imports to help boost local manufacturing https://t.co/YOqS6RJ1Sc

— Bloomberg Technology (@technology) January 7, 2025

 

Through its network the RSS “family” has quietly gained influence in all corners of India.

The Economist went to Nagpur to talk to some of its members https://t.co/WwGLn0fLIV

— The Economist (@TheEconomist) January 22, 2025

 

India is shooting itself in the foot on trade, writes @mihirssharma. The government knows new jobs are a priority. Its latest policy hurts the companies that create them (via @opinion) https://t.co/MbNDTYu38a

— Bloomberg Economics (@economics) January 5, 2025

 

 

이 같은 성장은 최근 주식시상에서도 뚜렷하게 나타나는데, '인도' 증시의 시가 총액은 사상 처음 4조 달러를 넘어 '인도'가 미래 성장성이 높은 국가라는 당연한 얘기를 숫자로 보여주고 있습니다. 하지만 철강 및 알루미늄 등 주요 수출 품목에 대한 관세, 전문직 이민 제한(H1B)과 힌두교 중심 정책과 불균등한 경제 성장이 '직면한 과제'로 꼽힙니다.

 

▲'채권'과 '달러' 투자의 '정석'(定石)으로 '금리·환율' 재앙이 언론사 명예훼손 고발로 '돈 뜯어'낸 '새 대가리'(birdbrain) 공화당 '성폭행범' '중국' '관세'맨 ★'트럼프'★'탄핵'과  '주댕이'를 가만 두질 않는 '미국'판 김건희, '친중' '테슬라'(TSLA) 증권 사기꾼 ★'일론 머스크'★ 감옥 운동 중입니다.▲

 

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