Tariffs

India’s capital expenditure cycle, which has been a key driver of economic resilience and growth, may face headwinds as the United States imposes higher tariffs on Chinese goods. A recent analysis by Crisil highlights that while India stands to gain from potential supply chain diversification, the indirect effects of a slowdown in global trade and heightened input costs could weigh on the pace of domestic investment. The report underscores the need for policy support and sectoral agility to safeguard India’s capex momentum amid an increasingly volatile global trade environment.

Indian tyre manufacturers are facing potential headwinds as U.S. presidential candidate Donald Trump reiterates his protectionist stance, raising the prospect of higher tariffs on imported goods should he return to the White House. The Indian tyre industry, which has steadily expanded its footprint in the American market, could see its export competitiveness eroded if punitive tariffs are imposed. With the U.S.