IGI Logo

Below the Views On US Tariffs On India By Chanchal Agarwal CIO Equirus Credence Family Office 

There’s been a lot of noise around the US announcing a 25% tariff on Indian exports, largely as a pressure tactic in stalled trade talks. While it created momentary panic, it’s important to zoom out. To my mind, this is a non event, while initial panic may create short term nervousness, but structurally nothing changes.

Here’s how I see it from an asset class lens:
* Equity
Expect minor blips in the short term, but no structural damage. India's long-term growth and domestic demand story remain intact. No change in core allocations.
* Debt
The GDP impact is estimated at just ~0.5%, which doesn’t warrant a monetary response. If anything, we may see mild fiscal easing, but policy remains stable.
Markets may react to headlines, but investing is about filtering noise from signal.

Above views are of the author and not of the website kindly read disclaimer