India's decision to side with the United States in the ongoing trade war against China marks a significant shift in its foreign and economic policy. This move comes as both countries have been involved in escalating tariffs and trade restrictions with China, and India’s stance is expected to have broader geopolitical implications. By aligning with the US, India aims to strengthen its trade relations with America while also addressing its own concerns over China’s growing economic influence in the region.
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The United States is considering a major reduction in tariffs on Chinese imports, potentially bringing them down from current levels to between 50% and 65%. This move comes as the U.S. government, particularly the Trump administration, begins to realize the negative impact of prolonged high tariffs on both economies. The aim is to ease the ongoing trade tensions that have led to retaliatory tariffs from China and disrupted global trade. President Trump has stated that while tariffs will be reduced significantly, they won’t be removed entirely. Markets have responded positively to the news, with the S&P 500 seeing a notable rise. However, the exact details and timing of the tariff cuts are still under discussion. This shift signals a potential turning point in U.S.-China trade relations, hinting at a more cooperative approach moving forward.

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Apple is preparing to shift all iPhone assembly for the U.S. market from China to India starting next year, according to sources cited by the Financial Times. For years, China has been the heart of Apple's manufacturing operations, but rising tariffs, growing geopolitical tensions, and supply chain risks have pushed the company to rethink its strategy. The move marks one of Apple's biggest supply chain shifts in its history.

India has been emerging as a strong alternative with its expanding industrial base, lower labor costs, and increasingly favorable ties with the U.S. Apple has already been gradually increasing its presence in India, working with manufacturers like Foxconn and Pegatron. This latest decision will significantly boost India's role in the global tech supply chain and further reduce Apple's dependence on China.

The shift also aligns with broader efforts by major companies to diversify production away from China amid uncertainties in U.S.-China relations. For India, securing Apple's full-scale assembly operations is a major win that could attract more global tech investments and strengthen its growing reputation as a manufacturing hub.
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In the aftermath of the deadly Pahalgam terrorist attack on April 22, 2025—which resulted in the deaths of 26 civilians—Prime Minister Narendra Modi has made strong statements signaling a dramatic shift in India's security and foreign policy stance. Speaking with urgency, he declared, “Our time is limited. Goals are big,” implying that the country may soon abandon traditional, predictable responses in favor of bold and unexpected actions. His remarks have raised speculation that India is preparing to adopt a new strategy that could surprise not only Pakistan but also the global community.

Following the attack, India has taken several decisive steps, including suspending the Indus Waters Treaty with Pakistan, expelling Pakistani diplomats, and shutting down key border crossings. These actions mark a significant escalation in the ongoing diplomatic crisis and suggest that India is preparing for a broader and more assertive response. Analysts believe that this could include measures unlike any seen before, potentially reshaping regional dynamics and sending a strong message against cross-border terrorism.
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