Trump's Tariff Threats to India: What’s at Stake

KOMAL SINGH Image Credit- Goggle

From August 1, India will face a 25% U.S. import tariff—a move tied to its energy and defense ties with Russia

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Separate penalties will target India’s oil & military imports from Russia, part of Trump’s effort to cut off revenue supporting the Ukraine war

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India’s U.S. trade surplus could shrink—hurting markets, investor sentiment, and GDP (~25‑40 bps)

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Key exposed sectors: pharma, textiles, chemicals, auto components, solar gear—all relying heavily on U.S. demand

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Trump links trade action to Russia-Ukraine conflict and accuses India of fueling the war machine by reselling Russian oil

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Once called "friends," India‑U.S. ties are now strained—amid Trump’s Pakistan outreach and increased economic pressure

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With negotiations scheduled for mid‑August, India may seek relief—but uncertainty remains until terms are finalized

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