The US has proposed an additional 12.5% tariff on imports from India and 59 other countries over forced-labour related trade concerns.
Now, whenever a headline like this comes out:
- Experts say exports will be hit.
- Traders say it’s already priced in.
- Twitter says market crash.
- Markets say, “ will bankrupt buyer and sellers both ”
On a serious note, if this proposal actually goes through, which Indian sectors are most exposed?
Textiles, chemicals, auto ancillaries, pharma, or something else?
And how do you guys judge whether such global trade news is genuinely important for investors or just another headline that creates noise for a few days?