US Tariff Reset May Cut India’s Effective Trade Burden to Low Teens - BofA

BasisPoint Insight

February 3, 2026 at 11:54 AM IST

Trump’s Trade Tweet Hands India Tariff Relief, But at a High Strategic Cost

The India–US trade truce eases market nerves, yet the concessions implied in Donald Trump’s announcement risk tilting the deal sharply in Washington’s favour.

Dhananjay Sinha

February 3, 2026 at 1:54 AM IST

An End to a Year of Trade Shockers, But the Storm Still Rages

Trade shocks may be fading, but tariff risks, legal battles and supply-chain realignments still loom, keeping global commerce on edge even as 2026 begins.

Vijay Chauhan

January 1, 2026 at 4:35 AM IST

iStock.com

Trade Tangles Didn’t Take a Weekend Off

As India enjoyed a long weekend, Washington kept tightening the tariff screws, from steel to e-commerce, leaving partners scrambling for answers.

Vijay Chauhan

August 18, 2025 at 7:28 AM IST

Kremlin

Easing Trade Anxiety Sparks A Recovery, But Can It Last?

Indian equities have rebounded on easing trade and geopolitical tensions, but slowing global growth and high valuations raise doubts over the future strength.

Dhananjay Sinha

May 14, 2025 at 3:39 AM IST

iStock.com/ sreeyashlohiya

The Turning Point: Why Trump Backed Down In Trade War With China

Trump’s tariff retreat reflects China’s strategic resilience, global rewiring of trade networks, and the flawed logic behind reciprocal tariff demands.

Nilanjan Banik

May 13, 2025 at 10:05 AM IST

Donald Trump’s Tariff Retreat Is All Optics, No Outcomes

The deal with the UK is symbolic, not strategic. Expect more such announcements as the US administration backpedals on its 10% tariff wall.

Manoj Rane

May 12, 2025 at 12:37 PM IST

Trump Tariff On Foreign Films: The Reel Trouble Has Just Begun

Trump’s latest plot twist is 100% tariff on foreign films, because nothing says ‘Made in America’ like economic chaos in Dolby Surround.

Vijay Chauhan

May 7, 2025 at 1:59 AM IST

Europe and China Must Unite Against Trump’s Trade Assault

Despite its economic costs, Trump’s global tariff war offers Europe a chance to establish itself as a mediator and defender of multilateralism in an increasingly multipolar world.

Marcel Fratzscher

April 27, 2025 at 4:29 AM IST

Becker1999/ Via Wiki Commons

Reciprocal Tariff

Why Does India Need To Indulge Trump?

Facing Trump’s tariff threats, India treads cautiously between protecting economic interests and avoiding costly confrontation.

BasisPoint Insight

April 22, 2025 at 8:00 AM IST

Can California Save Global Trade? The Ball Is In Courts’ Court

California challenges Trump in court, questioning the President’s power to impose tariffs without Congress—could this redefine executive authority?

Rajesh Mahapatra

April 17, 2025 at 10:55 AM IST

Becker1999/ Via Wiki Commons

Indian Small-Item Producers Can Get A Toehold In US, With Some Handholding

China doesn’t ship just smartphones and computers to the US. It exports nearly $150 billion worth of small goods every year. Many of these are also made in India.

Ajay Srivastava

April 16, 2025 at 10:50 AM IST

Can a Global Trade War Be Avoided?

Trump’s tariff pause offers a chance to avert global trade war. If the EU acts wisely, the damage could be contained—mainly to the US itself.

Daniel Gros

April 15, 2025 at 4:32 AM IST

Becker1999/ Via Wiki Commons

Navigating the GST Landscape: Fixing Pain Points, Charting A Way Forward

Despite years of tweaks, India’s GST regime still stumbles on rate muddles, compliance woes and refund delays. A proper fix needs political will.

Najib Shah

Rajesh Mahapatra

April 14, 2025 at 5:16 AM IST

istock.com/natbits

Trump’s Tactical Retreat May Deepen the Tariff Trap

The US President’s 90-day tariff climb-down masks a sharper focus on China, but his multifront trade war risks pushing America deeper into a bind.

Dhananjay Sinha

April 14, 2025 at 4:47 AM IST

Indian E-Commerce May Get A Peek Of US Market, Fingers Crossed On Red Tape

Scrapping of de minimis exemption for China And Hong Kong Allows Indian Companies An Edge In shipping small items to the US

Ajay Srivastava

April 13, 2025 at 9:13 AM IST

Opinion

Trump Tariffs Make Americans ‘Yippy’, And China Goes ‘Yippee’

The trade war helps China come out as the more stable, respectable and respectful superpower

TK Arun

April 11, 2025 at 2:05 PM IST

iStock.com/Rawf8

Trump Pauses Reciprocal Tariff, Maintains Baseline At 10%; Trains Guns On China

The US has paused its harsh reciprocal tariffs for 90 days—except for China, now facing a steep 125% tariff. Markets responded with a sharp rally.

BasisPoint Insight

April 9, 2025 at 6:12 PM IST

Gage Skidmore

Navigating The Trump Storm

The largest impact is likely to be on the US owing to its growing isolation from the rest of the global economy.

Michael Spence

April 8, 2025 at 4:59 PM IST

Americans Can't Win From Trump's Trade War

The White House’s explanation of how it set the new tariff rates was based on unfounded premises and wrong assumptions.

Nancy Qian

April 8, 2025 at 3:18 AM IST

India Stares At $5.8 Billion Hit in 2025 From Trump Tariffs

GTRI's calculation is based on assessment of India’s existing export the US, the magnitude of tariff hikes, and the comparative tariffs faced by major competing countries.

BasisPoint Insight

April 7, 2025 at 10:30 AM IST

Monetary Policy

RBI Should Be The Front Soldier After Trump Trade Shock

A seismic tariff shock from the US on April 9 could hijack India’s economic prospects. While this requires a strategic government intervention for risk mitigation, the RBI must be the front soldier to safeguard growth.

Vivek Kumar

April 6, 2025 at 7:59 AM IST

What Drives Trump's Madness

One has to identify the specific bee in Trump’s bonnet that is driving his tariff offensive to fashion an effective policy response.

TK Arun

April 4, 2025 at 1:48 PM IST

Gage Skidmore

Monetary Policy

Reciprocal Tariffs: Brace For Impact

Should the RBI and indeed all central banks see the current situation as primarily an inflation problem or a growth problem?

Abheek Barua

April 4, 2025 at 7:44 AM IST

Trump’s Tariff Shock Revives Mercantilism, Endangers Global Trade

Trump’s tariff blitz may hit India harder than expected, choking trade, compressing earnings, and testing the limits of domestic policy.

Dhananjay Sinha

April 4, 2025 at 6:36 AM IST

US Revises Annexure, Reciprocal Tariff on India 26%; Trump Says Pharma On Radar Too

BasisPoint Insight

April 4, 2025 at 6:16 AM IST

Bilateralism Trumps Multilateralism As US Resets Trade Terms

Bilateral deals, particularly after an open invitation from US President Donald Trump, will create huge global uncertainty.

Sandeep Kumar

April 4, 2025 at 4:29 AM IST

India’s Muted Response To US Tariffs Contrasts With Global Assertiveness

India’s restrained response to US tariffs contrasts with China’s assertive tone and EU warnings. New Delhi offers optics, not direction.

BasisPoint Groupthink

April 3, 2025 at 1:11 PM IST

Explainer

India Likely to Gain from Trump’s Tariff Overhaul

Trump’s new tariffs hit Asia hard—but India escapes the worst. A GTRI explainer shows how this could reboot Indian exports and supply chains.

Ajay Srivastava

April 3, 2025 at 4:20 AM IST

Trump Declares Trade Emergency, Slaps New Tariffs On All Imports

The move, which takes effect April 5, marks one of the most aggressive interventions in global commerce by any US president in modern times.

BasisPoint Insight

April 3, 2025 at 3:32 AM IST

India Singled Out In Trump’s Escalating Tariff crusade

A fresh round of US tariffs singles out India with 27% duties, reigniting tensions and leaving negotiations adrift amid growing trade friction.

BasisPoint Groupthink

April 3, 2025 at 2:45 AM IST

The Bureau

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