Tariff Ka Kaaran: Russia Se Tel Kharidari
2025 ke agast mahine mein, Bharat aur America ke beech ek naye vyaapaarik sankat ne janm liya hai. America ne Bharat se aane wale kai utpaadon par 50% ka import tariff thop diya hai. Yeh kadam isliye uthaya gaya kyunki Bharat ne Russia se tel kharidna jaari rakha, jo ki America ki foreign policy ke khilaf mana gaya. Is faisle ka seedha prabhav Bharat ke arthik bazaar, ready-made garment industry, aur rupaye ke bhav par pada hai.
Bharat ne apni energy needs ko dhyan mein rakhte hue Russia se sasta crude oil kharidna jaari rakha. America, jo ki Russia par Ukraine yudh ke chalte already sanctions laga chuka hai, usne is vyavahar ko geopolitically galat bataya. America ke rashtrapati ne turant pratikriya ke roop mein Bharat se aane wale kai utpaadon—jaise textiles, chemicals, aur machinery—par 50% tak ka import tariff laga diya.
Bharatiya Rupee Par Asar
Tariff ke turant baad forex bazar mein ghabrahat ka mahaul ban gaya. Bharatiya rupaye ki keemat gir kar ₹89.75 per USD tak chali gayi—jo ki ab tak ka sabse nicha star hai. Is girawat ka mukhya kaaran tha investor confidence ka girna aur capital outflow. FII (Foreign Institutional Investors) ne large scale par apna paisa nikaalna shuru kar diya.
Rupaye ki is girawat se import ki cost badh gayi hai, jiska asar aam aadmi ke jeb par bhi padega—tel, electronics, aur medical imports mehange ho gaye hain.
Share Bazaar Mein Halchal
Tariff announcement ke turant baad Bombay Stock Exchange (BSE) aur National Stock Exchange (NSE) dono mein girawat dekhi gayi. Sensex 1,200 points aur Nifty 350 points tak neeche gir gaya. Sabse zyada nuksan un companies ko hua jo textile aur export-oriented sectors se judi hui hain.
Garment aur textile companies, jo pehle hi global slowdown se joojh rahi thi, ab naye tariffs ke chalte apne products ko US market mein bechna mushkil pa rahi hain. Isse exports mein kami aur revenue loss expected hai.
Ready-Made Garment Sector Par Prabhav
Crisil ki report ke mutabik, naye US tariffs se ready-made garment (RMG) sector ka revenue growth aadha ho sakta hai. Jo sector pehle 8-10% growth ka anuman laga raha tha, woh ab 4-5% tak simit ho sakta hai.
Yeh sector Bharat mein 45 million se zyada logon ko rozgaar deta hai. Is wajah se yah sirf economic issue nahi, balki ek samajik chunauti bhi ban chuka hai.
Sarkari Pratikriya aur Sambhavit Kadam
Bharat sarkar ne is mudde par apni asahmati vyakt ki hai. Videsh Mantralay ne is faisle ko “unilateral and protectionist” kaha hai. Sarkar WTO ke madhyam se is mudde ko uthane ka vichar bhi kar rahi hai.
Ek aur sambhavit kadam yeh ho sakta hai ki Bharat US ke kuch products par counter-tariffs lagaye, ya alternative markets jaise EU, UAE, aur ASEAN deshon ke saath apna trade badhaye.
Niveshak aur Udyog Jagat Kya Karein?
Is sthiti mein niveshakon ke liye yeh zaruri hai ki woh defensive sectors mein invest karein jaise FMCG, pharma, aur domestic consumption-oriented companies. Saath hi, udyog jagat ko bhi naye export destinations khojne honge.
Textile exporters ko US ke alava Europe aur Middle East mein naye buyers dhundhne honge. Yeh waqt hai jab digital supply chains aur e-commerce exports par bhi focus badhaya jaa sakta hai.
Nishkarsh
US–India trade conflict ne ek naye geopolitics aur economics ke yug ka sanket diya hai. Jab desh apne national interest ke liye kadam uthaate hain, tab uska global trade par prabhav padta hi hai. 50% tariff ka yeh faisla sirf do deshon ke beech ke trade ko nahi, balki aam grahak, udyog aur rozgaar ko bhi prabhavit kar raha hai.
Aane wale dinon mein yeh dekhna hoga ki kya yeh conflict dialogue se sulajhta hai, ya ek aur badi trade war ka roop le leta hai.
