India-US tariff standoff: What are New Delhi's options and risks?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 07 2025
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Source: Reuters
Impact of U.S. Tariffs on India: India faces a potential 50% tariff on its exports to the U.S., which could severely disrupt trade, particularly affecting its agricultural and dairy sectors. Indian officials are hopeful for negotiations but Prime Minister Modi emphasizes the importance of protecting local farmers.
Shifts in Oil Imports and International Relations: India is reassessing its oil imports, particularly from Russia, amidst U.S. pressure and sanctions. The country is also strengthening ties with other nations, including BRICS members, while preparing for Modi's upcoming visit to China amid changing geopolitical dynamics.
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.
