U.S. Tariff Impact on Indian Equities: What to Expect
The recent imposition of a 25% tariff by the U.S. poses significant challenges for Indian equities, particularly for export-heavy sectors like pharmaceuticals and gems. This tariff could threaten India’s ‘China+1’ strategy and impact foreign direct investment. A better deal between the U.S. and China further complicates matters for India. Ongoing negotiations may offer some relief, but sectors such as electronics, textiles, and automobiles need strategic support to navigate these pressures. India must balance fair tariffs, improve trade processes, and bolster domestic industries for sustainable growth.
