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So, Trump just announced new tariffs on India while standing right next to Modi. Talk about awkward! What do you guys think this means for the Indian stock market? Any sectors particularly vulnerable? I’m thinking IT and maybe pharma are going to take a hit.

話說(shuō)，特朗普剛剛宣布對(duì)印度征收新關(guān)稅，而且還是站在莫迪旁邊宣布的。這簡(jiǎn)直尷尬到腳趾摳地！你們覺(jué)得這對(duì)印度股市意味著什么？有哪些行業(yè)會(huì)特別容易受到?jīng)_擊？我覺(jué)得IT行業(yè)，可能還有制藥行業(yè)，要遭重了。

This is classic Trump. He’s all about America First, even if it means screwing over allies. I wouldn’t be surprised if we see a knee-jerk reaction in the market tomorrow. Short-term pain, maybe, but long-term… who knows with this guy?

這很特朗普，沒(méi)毛病。他那一套就是美國(guó)優(yōu)先，哪怕坑盟友也在所不惜。我一點(diǎn)也不驚訝明天股市會(huì)來(lái)個(gè)膝跳反射式的下跌。短期陣痛是肯定的，但長(zhǎng)期來(lái)看…… 誰(shuí)知道這老哥會(huì)搞出什么幺蛾子？簡(jiǎn)直就是股市里的薛定諤的貓，不到最后一刻，你永遠(yuǎn)不知道是漲是跌。
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處

Yeah, the uncertainty is the worst part. You can’t really plan for this kind of thing. I’m holding onto my IT stocks for now, but I’m definitely watching closely.

沒(méi)錯(cuò)，不確定性是最讓人頭疼的。這種事情根本沒(méi)法提前計(jì)劃。我現(xiàn)在還捏著手里的IT股，但肯定會(huì)密切關(guān)注。感覺(jué)就像在玩俄羅斯輪盤(pán)賭，就看誰(shuí)運(yùn)氣不好，先被崩了。

America First = Trump First. He’s just playing to his base. The tariffs are probably more about domestic politics than actual trade policy.

美國(guó)優(yōu)先=特朗普優(yōu)先。他就是在迎合他的基本盤(pán)。這些關(guān)稅可能更多的是為了國(guó)內(nèi)政治，而不是真正的貿(mào)易政策。這老哥就是個(gè)懂王，啥都懂，就是不懂經(jīng)濟(jì)規(guī)律。
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處

I think the impact will be limited. India’s economy is pretty resilient. Plus, Modi will probably try to negotiate some kind of deal to soften the blow.

我覺(jué)得影響應(yīng)該有限。印度經(jīng)濟(jì)還是挺有韌性的。而且，莫迪可能會(huì)嘗試談判達(dá)成某種協(xié)議，以減輕打擊。畢竟，莫迪也不是吃素的，肯定會(huì)想辦法化骨綿掌，把這事兒給糊弄過(guò)去。

Hope you’re right. I’m heavily invested in Indian infrastructure stocks. A trade war would be a disaster.

希望你是對(duì)的。我重倉(cāng)了印度基建股。貿(mào)易戰(zhàn)簡(jiǎn)直就是滅頂之災(zāi)。這要是真打起來(lái)，我怕是要天臺(tái)見(jiàn)了。

Time to buy the dip? Or is this a falling knife?

是時(shí)候抄底了嗎？還是說(shuō)這是把正在下落的刀子？抄底抄成抄家就搞笑了。

Look at Trump’s face! Smiling like a crocodile while stabbing India in the back. Modi ji should have taught him some yoga lessons to calm that tariff greed. America always betrays friends - first China, now us. When will BJP learn?

看看特朗普那張臉！一邊捅印度刀子還笑得像條鱷魚(yú)。莫迪老仙該教他練練瑜伽治治關(guān)稅貪欲癥。美國(guó)永遠(yuǎn)在背叛朋友——先是中國(guó)，現(xiàn)在輪到我們。人民黨什么時(shí)候才能學(xué)聰明？上次買(mǎi)俄羅斯導(dǎo)彈被制裁，這次買(mǎi)伊朗石油被抽稅，下次是不是呼吸空氣都要交美元？

300% tariff on Indian steel? Let’s send Trump 300kg of our finest curry powder. He’ll need it to digest the 2020 election results! Modi should have whispered ‘Chinese apps ban’ in his ear. Weak diplomacy!

對(duì)印度鋼材征300%關(guān)稅？建議給特朗普空運(yùn)300公斤魔鬼辣咖喱粉，幫他消化2020大選結(jié)果！莫迪當(dāng)時(shí)就該在他耳邊說(shuō)’封殺TikTok’，這屆外交太軟蛋！美國(guó)大兵在阿富汗吃我們的軍糧時(shí)怎么不征稅？

Indian media says ‘both leaders had fruitful talks’. Fruitful for whom? US gets mango tariffs removed, we get steel tariffs increased. Next they’ll tax our IT engineers’ accents! Time to partner with China teach these white bullies a lesson.

印度媒體還說(shuō)’雙方會(huì)談富有成果’，成果全喂了美國(guó)佬！他們芒果零關(guān)稅，我們鋼鐵加稅。下次是不是要對(duì)我們工程師的印度口音征稅？是時(shí)候聯(lián)合中國(guó)教訓(xùn)這些白人惡霸了，就像我們?cè)谀蟻喗逃?xùn)巴基斯坦那樣！

Modi wearing $10,000 suit shaking hands with tariff man. Real rich! Why not spend that money building toilets instead of buying Trump hotels? 56-inch chest can’t protect Make in India? Shame!

莫迪穿著10萬(wàn)盧比的定制西裝和關(guān)稅狂魔握手，真土豪！有這錢(qián)不如多修幾個(gè)露天廁所，總比投資特朗普酒店強(qiáng)。56寸胸肌護(hù)不住印度制造？上次陣風(fēng)戰(zhàn)機(jī)天價(jià)采購(gòu)，這次連鋼鐵都保不住，下次是不是要拍賣(mài)泰姬陵？

Americans want cheap H1B slaves but hate our products. Let’s create ‘Cow Dung Tariff’ on US tech companies! Each software bug found = 1kg sacred cow poop. Google will drown in holy manure!

美國(guó)人想要廉價(jià)H1B奴隸卻嫌棄印度制造。建議對(duì)美國(guó)科技公司開(kāi)征’牛糞關(guān)稅’，每發(fā)現(xiàn)一個(gè)軟件bug就罰1公斤圣牛糞，讓谷歌淹死在神圣的肥料里！反正硅谷CEO們整天吹’有機(jī)’，給他們來(lái)點(diǎn)正宗的印度有機(jī)！
原創(chuàng)翻譯：龍騰網(wǎng) http://top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處

Trump doing election drama again. Remember when he hugged our PM like long-lost brother? Now stabbing with knife made of Indian steel! 2020 needs more masala: Modi should announce tax on US cow meat exports!

特朗普又在演選舉大戲。還記得他熊抱莫迪像失散親兄弟嗎？現(xiàn)在用印度鋼打造的刀捅我們！2020需要更多猛料：莫迪該宣布對(duì)美國(guó)牛肉征200%報(bào)復(fù)稅！讓德州牛仔們知道，神牛不可辱！

US thinks we’re Mexico wearing turbans. But wait! Mexico has better tacos, we have better IT. Maybe tax American call centers pretending to be Delhi tech support? Make them pay for saying ‘your computer has virus sir’!

美國(guó)當(dāng)我們是戴頭巾的墨西哥？醒醒吧！墨西哥卷餅比我們強(qiáng)，但我們IT吊打他們！建議對(duì)偽裝成德里技術(shù)支持的美國(guó)呼叫中心征稅，讓他們?yōu)槊烤洹壬碾娔X有病毒’交稅！畢竟這些詐騙電話可是印度文化遺產(chǎn)！

Modi should have brought 200,000 farmers to the meeting. Let them throw tomatoes at Trump’s golden hair! Our agriculture minister too busy banning Chinese apps to care about real issues.

莫迪該帶20萬(wàn)農(nóng)民去會(huì)面，用西紅柿砸爛特朗普的金毛！可惜農(nóng)業(yè)部長(zhǎng)忙著封殺中國(guó)APP，沒(méi)空管農(nóng)民死活。要不開(kāi)發(fā)個(gè)’關(guān)稅模擬器’手機(jī)游戲？讓印度網(wǎng)民體驗(yàn)對(duì)美征1000%牛油稅！

Bollywood plot twist: Trump’s grandfather made fortune in brothels during British Raj. Now grandson stealing from India again! Karma is a bitch. Maybe tax his family’s illegal earnings from colonial era?

寶萊塢級(jí)神劇情：特朗普爺爺在英屬印度開(kāi)妓院發(fā)財(cái)，現(xiàn)在孫子又來(lái)?yè)屽X(qián)！因果報(bào)應(yīng)啊。要不要對(duì)他家族殖民時(shí)期的非法所得追征稅款？德里稅務(wù)局該組個(gè)特別行動(dòng)隊(duì)，名字就叫’孟買(mǎi)妓院復(fù)仇者’！

India-China border clash was practice for this moment. But instead of fighting PLA, our soldiers should guard steel plants! At least Chinese don’t smile while stabbing you. American hypocrisy smells worse than Delhi sewage.

中印邊境沖突像是為今天練兵。可惜我們的士兵該去守鋼廠而不是雪山！至少中國(guó)人捅刀時(shí)不假笑。美國(guó)的虛偽比德里下水道還臭，他們一邊用印度程序員修白宮官網(wǎng)，一邊對(duì)我們鋼征稅，精神分裂嗎？

That’s the million-dollar question, isn’t it? I’m waiting to see how the market reacts tomorrow before making any moves.

這才是價(jià)值百萬(wàn)美元的問(wèn)題，不是嗎？我打算先看看明天市場(chǎng)怎么反應(yīng)，再?zèng)Q定下一步怎么走。畢竟，股市有風(fēng)險(xiǎn)，入市需謹(jǐn)慎。別到時(shí)候褲衩都賠沒(méi)了。

This is a good opportunity to diversify your portfolio. Don’t put all your eggs in one basket, especially when that basket is labeled India.

這是個(gè)分散投資組合的好機(jī)會(huì)。別把所有雞蛋都放在一個(gè)籃子里，尤其是當(dāng)那個(gè)籃子上貼著印度標(biāo)簽的時(shí)候。雞蛋放多了，容易蛋疼。

Anyone know what specific products are affected by the tariffs?

有人知道具體哪些產(chǎn)品受到關(guān)稅影響嗎？這才是關(guān)鍵?。?不知道具體情況，怎么精準(zhǔn)避雷？

I haven’t seen a detailed list yet, but I’m sure it will be all over the news soon.

我還沒(méi)看到詳細(xì)清單，但肯定很快就會(huì)鋪天蓋地都是新聞了。坐等各路大神分析解讀。

Modi should have seen this coming. Trump is unpredictable, but he’s also consistent in his protectionist policies.

莫迪應(yīng)該早就預(yù)料到這一點(diǎn)的。特朗普雖然難以預(yù)測(cè)，但在他的貿(mào)易保護(hù)主義政策上，他一直都是言行一致的。這就是傳說(shuō)中的明牌??！莫迪這次怕是要吃癟了。

I’m more worried about the long-term implications for US-India relations. This could damage the strategic partnership.

我更擔(dān)心這對(duì)美印關(guān)系的長(zhǎng)期影響。這可能會(huì)損害戰(zhàn)略伙伴關(guān)系。這可不是鬧著玩的，搞不好要友盡的。

Buy the rumour, sell the news. Maybe the market already priced this in?

謠言時(shí)買(mǎi)入，新聞時(shí)賣(mài)出。也許市場(chǎng)已經(jīng)消化了這一消息？這波操作，就看誰(shuí)是韭菜了。

This is just Trump posturing. He’ll probably back down eventually.

這只是特朗普在虛張聲勢(shì)。他最終可能會(huì)退縮。這老哥就喜歡極限施壓，習(xí)慣就好。

I’m going to wait and see what happens before I panic sell.

我打算先看看情況再?zèng)Q定是否恐慌性拋售。穩(wěn)住，別浪！別到時(shí)候割肉割到手軟。

Trump just proved the old saying: When a white man brings calculator to hug you, check your pockets! 33% tariff on Indian gems? Our 5000-year-old diamond cutting tradition now priced higher than Tiffany’s. Modi should counterattack with ‘Kohinoor repatriation tax’ - charge 1 million USD per day until Britain returns the crown jewel!

特朗普完美詮釋了那句諺語(yǔ)：當(dāng)白人帶著計(jì)算器擁抱你時(shí)，先摸摸自己口袋！對(duì)印度珠寶征33%關(guān)稅？我們傳承5000年的鉆石切割工藝現(xiàn)在要比蒂芙尼還貴。莫迪該祭出’光明之山鉆石追討稅’——每天向英美征收100萬(wàn)美元，直到歸還鑲嵌在英國(guó)王冠上的印度國(guó)寶！當(dāng)年殖民者搶走105克拉的稀世珍寶，現(xiàn)在連珠寶商最后的生計(jì)都要掐斷。建議在孟買(mǎi)舉辦’被掠奪文物展’，把大英博物館的展品清單做成關(guān)稅目錄，每件征收200%文化贖罪稅！

US claims our pharmaceutical patents are ‘unfair’? Let me laugh with 200 million diabetic Indians! Our generic drugs saved 10 million Africans from AIDS, while Big Pharma sells insulin at gold prices. Modi must impose ‘Medical Ethics Tax’ on Pfizer: every patient died from drug pricing = 1 billion USD fine. Let them feel the pain they caused!

美國(guó)說(shuō)我們的藥品專(zhuān)利’不公平’？全印度2億糖尿病患者都要笑出淚了！我們的仿制藥從艾滋病魔爪下拯救了千萬(wàn)非洲人，而美國(guó)藥企把胰島素賣(mài)出黃金價(jià)。莫迪該對(duì)輝瑞征’醫(yī)德稅’——每有一個(gè)患者因藥價(jià)過(guò)高死亡就罰款10億美元。讓這些吸血鬼也嘗嘗痛苦的滋味！還記得2019年美國(guó)海關(guān)扣押印度抗癌藥事件嗎？當(dāng)時(shí)我們就該在紅堡升起’醫(yī)藥殖民主義受害者’紀(jì)念碑?，F(xiàn)在正好成立全球仿制藥聯(lián)盟，拉著巴西南非一起給美國(guó)制藥業(yè)放血！

So the ‘Quad alliance’ means US sells us drones at F-35 prices while taxing our spices? 45% tariff on cardamom is declaration of war on every South Indian kitchen! Our Navy should escort spice ships with new aircraft carriers. Let’s see if Trump wants to taste nuclear-powered sambar!

原來(lái)’四方聯(lián)盟’就是美國(guó)用F35的價(jià)格賣(mài)我們無(wú)人機(jī)，同時(shí)對(duì)我們的小豆蔻征45%關(guān)稅？這是對(duì)南印度每個(gè)廚房的宣戰(zhàn)！我們的海軍該用新航母為香料貨船護(hù)航，讓特朗普嘗嘗核動(dòng)力澆汁的桑巴湯！要知道印度每年出口20萬(wàn)噸香料，養(yǎng)活著喀拉拉邦三百萬(wàn)小農(nóng)。與其花35億美元買(mǎi)30架’捕食者’無(wú)人機(jī)，不如開(kāi)發(fā)’香料無(wú)人機(jī)’——裝滿辣椒粉的自主飛行器，專(zhuān)攻白宮通風(fēng)系統(tǒng)！當(dāng)年英國(guó)東印度公司為胡椒發(fā)動(dòng)戰(zhàn)爭(zhēng)，看來(lái)美國(guó)要續(xù)寫(xiě)《香料戰(zhàn)爭(zhēng)》新篇章了。

Trump complains about 2.9 billion USD trade deficit with India? Maybe check how many US CEOs are sucking our IT talent dry! Infosys engineers work 14-hour days to fix American banking systems, while Silicon Valley fires Indians first during layoffs. Time for ‘Digital Coolie Tax’ - every H1B visa = 50,000 USD repatriation fund!

特朗普抱怨對(duì)印29億美元貿(mào)易逆差？怎么不數(shù)數(shù)多少美國(guó)CEO在吸印度IT人才的血！印孚瑟斯的工程師每天工作14小時(shí)修復(fù)美國(guó)銀行系統(tǒng)，而硅谷裁員時(shí)第一個(gè)踢走印度人。是時(shí)候征收’數(shù)字苦力稅’了——每簽發(fā)一張H1B簽證就收取5萬(wàn)美元人才補(bǔ)償金！這些美國(guó)公司靠著印度碼農(nóng)搭建的數(shù)字化帝國(guó)，轉(zhuǎn)身就用AI取代人類(lèi)員工。我們?cè)撛诎嗉恿_爾成立’全球碼農(nóng)工會(huì)’，要求每行代碼都必須標(biāo)注開(kāi)發(fā)者家鄉(xiāng)的名字——比如’金奈的拉朱修復(fù)了紐約股市漏洞’，讓世界看看誰(shuí)在真正支撐現(xiàn)代文明！

Modi’s silence is louder than Trump’s tariffs! When China got hit in 2018, they unleashed Huawei’s 5G dominance. We keep bowing to US - first canceled Chabahar port deal with Iran, now surrendering to steel taxes. BJP needs to learn from xi’s playbook: for every tariff, build three bridges in South Asia!

莫迪的沉默比特朗普的關(guān)稅更震耳欲聾！2018年中國(guó)被制裁時(shí)，華為用5G技術(shù)反攻全球。我們卻不斷向美國(guó)低頭——先取消伊朗恰巴哈爾港合作，現(xiàn)在又屈服于鋼鐵稅。人民黨真該學(xué)學(xué)中國(guó)策略：每承受一噸關(guān)稅，就在南亞多建三座大橋！美國(guó)加征300%關(guān)稅？我們就在尼泊爾建跨境鐵路，在斯里蘭卡擴(kuò)建漢班托塔港，用區(qū)域影響力抵消經(jīng)濟(jì)損失。別忘了中國(guó)在非洲修了6000公里鐵路換來(lái)聯(lián)合國(guó)投票支持，印度卻還在為是否允許沃爾瑪進(jìn)入零售業(yè)吵架！

US wants to kill our solar panel industry with tariffs? Let’s turn Rajasthan desert into mirror city! Build the world’s largest solar farm shaped like Shiva’s third eye, beam concentrated sunlight at Mar-a-Lago. Green energy war will be fought with ancient Indian wisdom!

美國(guó)想用關(guān)稅扼殺印度太陽(yáng)能產(chǎn)業(yè)？我們可以把拉賈斯坦沙漠變成鏡面之城！建造形似濕婆第三只眼的全球最大太陽(yáng)能電站，把聚焦的陽(yáng)光射向海湖莊園。用古印度智慧打響綠色能源戰(zhàn)爭(zhēng)！要知道印度有300天日照，卻因美國(guó)對(duì)中國(guó)光伏板征稅間接推高了我們的清潔能源成本。莫迪該啟動(dòng)’太陽(yáng)神計(jì)劃’，組織十萬(wàn)農(nóng)村婦女手工打磨鏡片，既創(chuàng)造就業(yè)又傳承技藝。當(dāng)美國(guó)人在防曬霜里打滾時(shí)，我們的太陽(yáng)能陣列已經(jīng)在為巴基斯坦邊境村莊供電——這才叫’鄰居優(yōu)先’政策！

American media mocks our COVID vaccine diplomacy? At least we didn’t hoard 260 million doses like them! Modi should send 10,000 cows to Washington - each vaccinated with Covaxin and stamped ‘In India, even sacred animals get shots before Americans’.

美國(guó)媒體嘲諷我們的疫苗外交？至少?zèng)]像他們囤積2.6億劑疫苗！莫迪該送一萬(wàn)頭牛到華盛頓，每頭都接種Covaxin并打上鋼印’在印度，連神牛都比美國(guó)人先打疫苗’。去年印度血清研究所為全球提供6億劑疫苗時(shí)，美國(guó)還在爭(zhēng)論戴口罩是否違憲。我們可以舉辦’疫苗圣牛全球巡展’，在紐約時(shí)代廣場(chǎng)直播給神牛注射加強(qiáng)針，順便賣(mài)周邊產(chǎn)品：牛糞芯片能提升5G信號(hào)，牛尿漱口水防奧密克戎——反正美國(guó)人為了反科學(xué)連獸藥都吃，這點(diǎn)文化差異算啥？

Tariffs on Indian shrimp exports? This is attack on Bengali culture! US wants to bankrupt 2 million fishermen while their CIA ships dump cocaine off our coasts. Time to create ‘Narcotics Tracking Tax’ - every American yacht passing Indian Ocean pays 1 million USD surveillance fee!

對(duì)印度蝦類(lèi)出口征稅？這是對(duì)孟加拉文化的攻擊！美國(guó)想讓200萬(wàn)漁民破產(chǎn)，中情局的船卻在我國(guó)海岸線偷倒可卡因。該設(shè)立’毒品追蹤稅’了——每艘經(jīng)過(guò)印度洋的美國(guó)游艇繳納100萬(wàn)美元監(jiān)控費(fèi)！還記得2021年澳洲海岸沖上價(jià)值10億美元的印度洋漂流毒品嗎？美國(guó)緝毒局自己報(bào)告顯示，70%的毒品運(yùn)輸船掛著星條旗。我們的海岸警衛(wèi)隊(duì)?wèi)?yīng)該給每只捕撈船配備緝毒獎(jiǎng)金——捕獲一公斤可卡因獎(jiǎng)勵(lì)五公斤美國(guó)凍雞腿，畢竟他們總抱怨我們的禽類(lèi)檢疫標(biāo)準(zhǔn)太高！

US says our rice has ‘too much pesticide’? Their burgers contain horse meat labeled as beef! FDA should check how many Silicon Valley tech bros are high on Indian Ayurvedic herbs. Modi must sue for ‘cultural defamation’ - demand 500 billion USD for damaging basmati’s reputation!

美國(guó)說(shuō)我們的大米農(nóng)藥超標(biāo)？他們的漢堡里用馬肉冒充牛肉！FDA怎么不查查多少硅谷極客在嗑印度阿育吠陀草藥？莫迪該發(fā)起’文化誹謗訴訟’，為印度香米名譽(yù)損失索賠5000億美元！要知道美國(guó)每年進(jìn)口150萬(wàn)噸巴斯馬蒂大米，其中30%被做成微波快餐。我們可以派錫克教長(zhǎng)老到國(guó)會(huì)山舉行’米飯凈化儀式’，用恒河水蒸煮被污染的美國(guó)米，直播過(guò)程取名’舌尖上的殖民主義’。順便在加州開(kāi)設(shè)’正宗咖喱認(rèn)證中心’，凡是用墨西哥胡椒代替印度辣椒的餐廳，必須繳納文化挪用稅！

While Trump taxes our motorcycles, Harley-Davidson gets 50% subsidy in India! Our auto workers assemble their overpriced bikes while riding home on Hero cycles. Time for ‘Royal Enfield Revolution’ - replace all US bikes in Bollywood movies with desi brands. Let’s see Tom Cruise try stunts on a Bullet 500!

特朗普對(duì)我們的摩托車(chē)征稅，可哈雷戴維森在印度享受50%補(bǔ)貼！我們的工人組裝著天價(jià)美國(guó)機(jī)車(chē)，下班卻騎著英雄牌自行車(chē)回家。該發(fā)起’皇家恩菲爾德革命’了——把寶萊塢電影里的美式機(jī)車(chē)全換成本土品牌！讓阿米爾·汗騎著加裝反坦克導(dǎo)彈的’子彈500’在克什米爾追擊恐怖分子，票房絕對(duì)碾壓《速度與激情》。還記得美國(guó)在《終結(jié)者》里用哈雷塑造硬漢形象嗎？我們可以在《巴霍巴利王3》里安排主角用皇家恩菲爾德拉斷美軍裝甲車(chē)，片尾字幕寫(xiě)’本片贊助商：印度關(guān)稅總局’！

特朗普站在莫迪旁邊，揮舞關(guān)稅大棒敲打印度

特朗普站在莫迪旁邊，揮舞關(guān)稅大棒敲打印度