U.S. Tariff Stratification: The U.S.-India Deal And Its Structural Impact On China – Analysis

By Zhou Chao

On February 2 this year, Trump announced a landmark trade agreement with India that transcends simple tariff reductions, essentially a strategic "re-transaction" that tightly integrates trade, energy, and geopolitics. Under the deal, the U.S. will lower tariffs on Indian goods from 25% to 18% and scrap the 25% punitive duties previously imposed for purchasing Russian oil. In exchange, India has committed to halting Russian oil imports, lowering both tariff and non-tariff barriers for U.S. goods...