CNBC's Inside India Newsletter: The Ongoing Challenges of the India-U.S. Trade Agreement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
0mins
Source: CNBC
India-U.S. Trade Relations: The India-U.S. relationship is under strain as negotiations for a trade deal have stalled, with high tariffs imposed by the U.S. on Indian imports and India's resistance to U.S. agricultural products, particularly genetically modified crops.
Economic Implications: The absence of a trade deal is negatively impacting India's economy, with estimates suggesting that U.S. tariffs could reduce India's GDP growth by up to 0.6 percentage points, while also causing volatility in capital flows and a weakening rupee.
Political Challenges: Political will is identified as a major roadblock in negotiations, with upcoming state elections in India adding pressure on the government to maintain strong domestic agricultural policies against U.S. demands.
Market Performance: Despite trade uncertainties, India's exports showed a significant increase in November, and local manufacturing initiatives are being launched to reduce import dependence, indicating resilience in the face of external pressures.
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Analyst Views on JPM
Wall Street analysts forecast JPM stock price to rise
19 Analyst Rating
11 Buy
7 Hold
1 Sell
Moderate Buy
Current: 337.720
Low
260.00
Averages
341.38
High
400.00
Current: 337.720
Low
260.00
Averages
341.38
High
400.00
About JPM
JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. The Company operates through three segments: Consumer & Community Banking (CCB), Commercial & Investment Bank (CIB), and Asset & Wealth Management (AWM). Its CCB segment offers products and services to consumers and small businesses through bank branches, ATMs, digital and telephone banking. Its CIB segment consists of banking and payments and markets and securities services, and offers a suite of investment banking, lending, payments, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients. AWM segment offers investment and wealth management solutions. It offers multi-asset investment management solutions, retirement products and services, brokerage, custody, estate planning, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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