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Nomura Securities: Modi-Trump meeting sent some positive signals in the presence of ongoing trade risks.
Altın On Veri 14 Şubat’ta, Nomura Securities analistleri, Modi’nin Trump’la yaptığı görüşmenin beklentilere uygun olduğunu belirtti, kısa vadede ticari gerilimin devam edeceğini ancak orta vadede stratejik bir ortaklık kurulabileceğini söyledi. Sonal Varma ve Aurodeep Nandi bir raporda, tartışma odaklarının ticaret protokolü, Hindistan’ın ABD’den enerji ithalatını artırması, savunma işbirliği ve stratejik ortaklık ilişkilerini yeniden vurgulamayı içerdiğini belirtti. Onlara göre, ABD-Hindistan ticaret anlaşması müzakereleri başlayacak ve bazı tavizler yapılabilir. Hindistan’ın yüksek gümrük vergisi oranları, yüksek tarife dışı engeller ve ABD’ye karşı ticaret fazlası göz önüne alındığında, Hindistan eşit gümrük sorunlarında hala Trump’ın saldırı hedefi olmaya devam ediyor.