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Below the Quote on Tariff Tensions Rise: How the US Move on Russian Oil Could Impact India by Mr. Amit Jain, Co-Founder of Ashika Global Family Office Services

“This proposed 500 percent tariff threat reflects a dramatic escalation in trade policy, not just a punitive measure against oil purchases. Markets will interpret this as a shift toward using trade instruments for geopolitical leverage, which increases risk pricing across equities, currencies, and commodities. India’s energy strategy is rooted in securing affordable supply for its 1.4 billion people, and the sharp drop in Russian crude imports from 1.8 million barrels per day to about 1 million shows how policy and market forces are already adjusting. If such extreme tariffs are enacted, the immediate effect would be volatility in sectors linked to US trade, pressure on export competitiveness, and renewed caution in foreign investor flows. But investors should differentiate between headline noise and structural impact. India’s fundamentals remain strong, and portfolios that balance defensives with growth exposures will be better positioned through this uncertainty.”

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