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美国关税考验莫迪的财政纪律

当特朗普的关税开始产生影响时，这位印度总理是否会让企业得不到足够的支持？

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    • 印度面临美国50%关税的皮革、纺织和珠宝等劳动密集型产业，集中在政治敏感地区。
    • 印度面临美国50%关税的皮革、纺织和珠宝等劳动密集型产业，集中在政治敏感地区。 图片来源：路透社

    Mihir Sharma

    Published Tue, Sep 30, 2025 · 06:27 PM

    本文由AI辅助翻译

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    在未来几个月内的某个时候，美国关税的影响将开始在印度显现——而且情况将不容乐观。

    届时将会出现失业。面临50%关税的皮革、纺织和珠宝等劳动密集型产业，集中在政治敏感地区，例如巨大的风向标北方邦，或是总理纳伦德拉·莫迪（Narendra Modi）的家乡古吉拉特邦。这些都是政府希望保护的行业。

    但政府将不愿为此投入大量资金。莫迪政府的标志之一是财政审慎。他倾向于避免大举支出，即使在紧急情况下也是如此，而是利用其充裕的政治资本来宣传他所提供的任何慷慨之举。

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