India Must Treat Trump’s Tariff Gambit as a Strategic Business Risk
With yet another performative flourish, Donald Trump has proposed a 50% tariff on Indian imports.
ALSO READ: Trump Targets India with Punitive Tariffs, Ignoring Strategic Partnerships
His justification? India’s oil trade with Russia. The U.S. and Europe spent over 60 years funding Russian energy without blinking, but now expect India — a developing economy — to carry the burden of global morality.
Let’s be clear: this tariff threat is not about Russia, trade imbalances, or fair competition. It’s Trump, once again, playing the strongman card for a domestic audience, while ignoring basic diplomatic consistency and economic logic.
India Inc Must See Through the Noise
For Indian businesses, this is not the time to panic, it’s time to prepare and reposition. Trump’s threats may or may not materialize, but the message is that the U.S. is no longer a dependable trade partner under populist leadership.
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Exporters must reduce over-reliance on U.S. markets.
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Policymakers must accelerate FTAs with Europe, Africa, and ASEAN.
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Manufacturers must ramp up productivity and global competitiveness.
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And above all, India must stop waiting for “favourable” trade winds and start sailing on its own terms.
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