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塔塔集团董事会内斗在印度引发政治争端Tata Group’s Boardroom Battle Sparks Political Spat in India

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纳伦德拉·莫迪领导的政府的一位资深部长驳回了反对党领袖拉胡尔·甘地在社交媒体上发表的言论,后者暗示政府卷入了市值1850亿美元的塔塔集团的权力斗争。

A senior minister in the Narendra Modi-led administration pushed back on opposition leader Rahul Gandhi’s comments on social media suggesting the government’s involvement in a power struggle at the $185 billion Tata Group.

印度国大党领袖甘地指责政府允许这家拥有158年历史的企业集团被“犯罪性地摧毁”,并质疑为何集团高管去年曾在一位资深部长的住所会面。财政部长尼尔马拉·西塔拉曼予以反击,指责甘地将一场企业和法律纠纷政治化。

The Indian National Congress leader accused the government of allowing the 158-year-old conglomerate to be “criminally destroyed,” questioning why senior company executives met a senior minister at his residence last year. Finance Minister Nirmala Sitharaman hit back, accusing Gandhi of politicizing a corporate and legal dispute.

随着内部权力斗争将集团控股公司塔塔资私人有限公司(由董事长钱德拉塞卡兰领导)与持有其66%股份的塔塔信托(由诺埃尔·塔塔掌舵)对立起来,这家企业集团已被卷入一场政治口水战。冲突的核心在于钱德拉塞卡兰的连任问题,以及围绕治理架构和塔塔资是否应上市的更广泛分歧。

The conglomerate has now been drawn into a political slugfest as an internal power struggle pits Tata Sons Pvt., the group’s holding company led by Chairman Natarajan Chandrasekaran, against Tata Trusts, its 66% shareholder helmed by Noel Tata. The conflict centers on Chandrasekaran’s reappointment and broader questions over governance and whether Tata Sons should list on the stock market.

“塔塔正在被犯罪性地摧毁,却没有一位商业领袖敢说一句话,”甘地在X平台发文称,指责政府在集团经历激烈内部权力斗争、且冲突有蔓延至印度法院风险之际,干预集团内部事务。塔塔资和塔塔信托暂未立即回应置评请求。

“Tata is being criminally destroyed, and no business leader dares say a word,” Gandhi said in an X post, alleging that the government was meddling in the internal affairs of the group at a time it was going through an intense power strife that risks spilling into Indian courtrooms. Tata Sons and Tata Trusts didn’t immediately respond to requests for comment.

随着甘地与政府的对抗升级,西塔拉曼加入了执政党一系列资深部长反驳甘地的行列。这位反对党领袖正在牵头针对选举委员会的抗议,指责其有争议的选民名册复核工作,这一议题给印度反对派提供了难得的团结契机。商业部长皮尤什·戈亚尔在最近几周也公开挑战了甘地对选举机构的指控。

Sitharaman joins a string of senior ruling party ministers seeking to counter Gandhi as his confrontations with the government intensify. The opposition leader is spearheading protests against the Election Commission over its contentious review of voter rolls, an issue that has given India’s opposition a rare opportunity to unite. Commerce Minister Piyush Goyal has also publicly challenged Gandhi’s allegations against the poll body in recent weeks.

甘地多年来一直把政府与印度最富有的商界大亨之间的关系,作为攻击莫迪的核心战线。2023年2月,他在议会演讲中质疑阿达尼集团董事长高塔姆·阿达尼的迅速崛起,并指控莫迪帮助这位亿万富翁的企业——政府予以否认。在2024年大选期间,甘地将攻击范围扩大到信实工业有限公司董事长穆克什·安巴尼。

Gandhi has for years made the government’s relationship with India’s richest businessmen a central line of attack against Modi. In a February 2023 speech in Parliament, he questioned the rapid rise of Gautam Adani, chairman of Adani Group, and alleged that Modi had helped the billionaire’s businesses — allegations the government rejected. Gandhi broadened those attacks to include Reliance Industries Ltd. Chairman Mukesh Ambani during the 2024 national election.

这场交锋将原本主要是内部的企业之争,推向了对政府与该国最大商业集团之一关系的考验。这也可能使解决塔塔集团的领导层僵局变得更加复杂。

The exchange has pushed what had largely been an internal corporate battle into a test of the government’s relationship with one of the country’s biggest business houses. It could also potentially complicate efforts to resolve the leadership standoff at the Tatas.

“担忧不在于政府不应在监管企业方面发挥作用,而在于监管决策必须保持透明、一致,且独立于政治考量,”KS Legal & Associates管理合伙人索南·钱德瓦尼表示。“同样,关于政治干预的指控必须有证据支持,而非仅凭修辞。”在2017年起掌舵集团的钱德拉塞卡兰领导下,塔塔集团的扩张日益与莫迪政府将印度打造为全球制造业中心的推动相契合,成为苹果公司的关键供应商和iPhone制造商,同时在半导体、电动汽车、电池、可再生能源和国防制造领域大举投资。

“The concern is not that the government should have no role in regulating businesses, but that regulatory decisions must remain transparent, consistent and independent of political considerations,” said Sonam Chandwani, managing partner at KS Legal & Associates. “Equally, allegations of political interference must be supported by evidence rather than rhetoric.”Under Chandrasekaran, who has led the group since 2017, Tata Group has increasingly aligned its expansion with the Modi government’s push to build India into a global manufacturing hub, becoming a key supplier to Apple Inc. and an iPhone maker while investing heavily in semiconductors, electric vehicles, batteries, renewable energy and defense manufacturing.

尽管诺埃尔提出异议,钱德拉塞卡兰于9月仍获连任五年,诺埃尔随后质疑了这一程序。

Chandrasekaran was reappointed for five years in September despite objections from Noel, who later questioned the process.

紧张关系还延伸至塔塔资公司是否应上市:印度储备银行将其归类为上层非银行金融公司,使其面临上市要求。诺埃尔反对上市,理由是这可能削弱集团的慈善所有权结构。

The tensions also extend to whether Tata Sons should go public after the Reserve Bank of India classified it as an upper-layer non-banking financial company, leaving it subject to listing requirements. Noel opposes a listing, arguing it could weaken the group’s charitable ownership structure.

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