Rajan

Despite rocky U.S.-India ties, judged purely through an America First lens, Prez Trump’s India policy seems to be working: • India lowered tariffs, banned forced-labor imports, and did not retaliate against U.S. tariffs (unlike some others) • India moved to reduce Russian oil purchases and bought more U.S. LNG and LPG with the U.S. supplying 55–65% of its LPG imports during the Iran conflict • The SHANTI Act eased the nuclear supplier-liability barrier nearly two decades after the civil nuclear deal • India is buying Javelin ATGM and Excalibur munitions, signed a roughly $1 billion deal for 113 GE F404 engines, and cleared six additional P-8Is • In its first direct action supporting the U.S. shadow-fleet crackdown, India seized three U.S.-sanctioned, Iran-linked tankers - a notable first • A tougher FCRA amendment was sent to a JPC amid domestic and Western pushback • India ended zero-MDR on larger merchant UPI payments - a longstanding U.S. concern • U.S. exports to India rose 21%, while the goods deficit fell from $29 billion to $18.5 billion • Indian companies announced a record $20.5 billion in U.S. investment commitments at SelectUSA - largest ever in SelectUSA history by one country These are American wins, but not necessarily Indian losses. Many also advance India’s own interests. My latest for the Washington Examiner

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