James Durso
Trump hit India with two 25% tariff rounds, pushing New Delhi to hedge closer to BRICS and reopen channels with China/Russia.
Islamabad avoided new tariffs and leans on its long, transactional security ties with Washington.
A tighter BRICS could blunt U.S. leverage as India faces limited China FDI and a $107B China trade gap.
U.S. President Donald Trump is taking India to task, and we are a long way from what then-President Barack Obama called a "defining partnership of the 21st century."
But India’s neighbor, and enemy, and America’s frenemy, escaped Trump’s ire. Why?
Despite a successful visit to India by Vice-President J.D. Vance in April 2025, and Indian Prime Minister Narendra Modi’s visit to the White House in February 2025, Trump hit India, America’s #12 trade partner, with two rounds of 25% tariffs. (Pakistan’s tariff of 19%, down from 29%, and is America’s #56 trade partner.)
The first round of tariffs is for India’s protectionist policies that shield its agriculture sector, the biggest employer in India, with almost 46% of the workforce. Trump then imposed an additional 25% tariff on India’s purchases of Russian oil. (Pakistan media claims the second tariff was retaliation for Modi’s refusal to credit Trump for mediating the May 2025 ceasefire between India and Pakistan, which may be true as no Indian leader wants to be seen acknowledging foreign mediation in Kashmir.)
India responded that Trump’s actions were "unfair, unjustified and unreasonable," and it has moved closer to its fellow BRICS members in turn.
India and the U.S. have historically been cordial but were never good friends. India was a leader in the Cold War Non- Aligned Movement and always steered an independent foreign policy course, but it was always close to Moscow and remains a major buyer of Russian arms.