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Below the Quote on Market post US tariff announcement by Robin Arya, smallcase Manager and Founder of GoalFi

"India’s true strength lies in its economic resilience - a large, diverse domestic economy and strong fundamentals provide a solid foundation in the face of global uncertainty. Even as the US announces a 25% tariff on Indian goods, markets have largely anticipated this and priced in much of the potential impact, limiting downside risk. While export-focused sectors like textiles, unbranded-generic pharmaceuticals, and electronics may feel short-term pressure, India’s broad-based growth engine and stability will cushion these effects as US exports account for only around 2% of India’s GDP. Policymakers will swiftly adapt their strategies, support exporters, and explore new global partnerships. With robust internal demand, we are confident that India can navigate this challenge effectively and continue to pursue long-term growth opportunities."

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