A tariff espionage war rewriting the power dynamics in Asia.
"When Modi signed the '20% tax exemption order' in Washington, China's customs sniper had already aimed at India's soft underbelly!"
Inside the US-India secret pact: A 26% knife hanging overhead, India sacrifices itself to survive.
Poison pill clause: Trump originally planned to impose a 26% punitive tariff on India on July 9, threatening core export industries like rice, shrimp, and textiles (which account for 20% of India's exports to the US).
Surrender conditions: India is forced to agree to reduce tariffs to below 20% in exchange for a 90-day 'death exemption', but the price is opening the market to the US for liquefied natural gas, crude oil, and coal, while cutting tariffs on agricultural products like almonds and pistachios.
Fatal loophole: India refuses to open wheat and dairy markets (involving the livelihoods of 80 million farmers), yet concedes a $41.2 billion trade surplus (FY 2024-25 data)—equivalent to severing its arteries for a ventilator!
"Modi thought he dodged the tariff bullet, not knowing Trump coated the warhead with chronic poison!"
China's counterattack in three consecutive strikes: Aiming for the snake's seven-inch point.
First strike: Precision headshot on agricultural chemicals.
China's Ministry of Commerce imposes a five-year anti-dumping tax on India's chlorpyrifos (pesticide), effectively eliminating India's 'flagship product' exports to China.
Harsh measures interpretation: Millions of jobs in India's agricultural chemical industry are affected, this tax is akin to an economic amputation!
Second strike: Medical equipment undermined.
Surprise investigation of US-India medical CT ball tubes (80% market previously monopolized by the US), supporting domestic alternatives (United Imaging's costs cut in half, lifespan surpassing imports).
Chain reaction: A-shares medical device sector plunged 9.74% in a single day, Indian companies' procurement costs soared by 30%!
Third strike: Rare earths chokehold battle.
Tightening export of gallium, germanium, graphite, Indian electronics factories wail: 21,000 jobs at risk of layoffs, mobile production lines face shutdown.
The truth: China holds 90% of the global rare earth processing capacity, India's so-called 'chip power dream' is merely a castle in the sand!
India's predicaments: When the 'economic spare tire' meets the 'rebellious little brother'.
Dependence on China is a terminal illness:
60% of solar panels and 80% of laptops rely on imports from China, with the trade deficit soaring to $99.2 billion (FY 2024-25);
Self-harming operation: To please the United States, India has imposed a 12% tariff on Chinese steel, causing local costs to skyrocket and Tata Group's production line to nearly collapse!
Manufacturing fantasy shattered:
Foxconn withdraws 300 Chinese engineers, iPhone production capacity plummets by 20%;
New import regulations on electronic components choke the supply chain, with 99% of domestic phones being 'OEM production', essentially Chinese parts assembled in India!
"Want to be a vanguard of the US Indo-Pacific strategy? First, look at whose dog chain you are wearing around your neck!"
Global shadow war: RMB settlement network strangling the dollar.
China-Russia collusion: Testing gold-natural gas based digital currency to bypass US dollar settlement;
Southeast Asia breakthrough: China-ASEAN trade volume surged by 15% to $58.4 billion, while India faces cold shoulders from ASEAN (bilateral trade stagnating at $110 billion);
Ultimate killer move: State-owned enterprises in Shanghai are intensively training in blockchain cross-border payment, using digital RMB stablecoins to replace US dollar settlements, with efficiency soaring sevenfold [citation: user history]!
Historic reversal: While India begs the US for tariff exemptions, China has secured RMB settlement agreements with 37 countries!
Retail investors' guide to riches: Follow closely the national team's blade.
"When great powers overturn the table, even a pig can fly if it rides the right wind; standing on the wrong side leads to a dead end!"
Golden track:
Rare earth substitution concept stocks (Yunnan Germanium, Greenme): China's regulatory orders ignite a global mining rush, stock prices rise 45% in a month;
Localization of medical devices (United Imaging, Wandong Medical): Dual-core drive of policy and technology, foreign capital's shopping list exposed!
Guillotine list:
Indian concept stocks (Tata Steel, Infosys): Countdown to 26% tariff nuclear explosion, financial reports may blow up at any time;
US foreign trade OEM factories: Trump's tax knife cuts deep, 17 shoe and clothing factories in Dongguan have already closed!
Ailes' blood admonition:
Modi isn't signing a trade agreement, but rather an economic surrender document for India!
Remember three iron laws:
Eat meat with China's hard tech, eat shit with India's illusions.
Rare earths, medical devices, blockchain—wherever the national team points, we strike.
Clear out all Indian assets, wait for collapse to buy in!
A new order in Asia, determining the fate of the moment.
When India humbly signs on the 20% tariff line, when China locks rare earths around India's electronic throat, when the RMB settlement network swallows the dollar's territory— the biggest winner in this US-India trade farce has long been strategizing in the Forbidden City!
History will remember:
In July 2025, one country uses anti-dumping taxes to teach India a lesson, while one nation uses rare earth wars to rewrite hegemonic rules!
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