
India’s sustained, private diplomacy with Trump helped secure a US trade understanding
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U.S. and India Strike Immediate Trade Accord Cutting Tariffs and Signalling Major Energy Realignment
The United States and India announced an immediate trade understanding that lowers U.S. applied tariffs on Indian imports and secures large-scale Indian purchases of U.S. goods and energy. The pact also signals New Delhi's intent to reduce Russian oil imports and diversify toward U.S. — and potentially Venezuelan — suppliers, while fitting into a broader Indian strategy of deepening ties with multiple trading partners.

Modi converts diplomatic setbacks into trade momentum and stronger growth outlook
Narendra Modi has turned recent diplomatic strains into concrete commercial gains, locking in a U.S. understanding that includes a headline reciprocal tariff reduction and large procurement pledges alongside a finalized trade pact with the European Union . Senior officials now see a materially higher probability that headline GDP will outpace official forecasts, though outcomes hinge on rapid legal codification, customs and regulatory changes and verification of promised purchases; regional tensions with Pakistan remain a key downside risk.



