Perspective on additional 25% US tariffs by trump affecting the Indian Markets by Vikas Gupta, smallcase manager and CEO, Omniscience Capital

2025-08-07 02:45:33 pm | Source: OmniScience Capital

Perspective on additional 25% US tariffs by trump affecting the Indian Markets by Vikas Gupta, smallcase manager and CEO, Omniscience Capital

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Below the Perspective on additional 25% US tariffs by trump affecting the Indian Markets by Vikas Gupta, smallcase manager and CEO, Omniscience Capital

Initial analysis seems to impact around $48 billion or 55% of Indian exports to the US. This is not that significant as far as the total Indian market is concerned. Of course, the specific sectors impacted lose competitiveness and it will impact their revenues and earnings in the near term until they take mitigating actions. Government of India could come up with some schemes to help these sectors for the near term; let’s wait and watch on that.

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Perspective on additional 25% US tariffs by trump affecting the Indian Markets by Vikas Gupta, smallcase manager and CEO, Omniscience Capital

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