Tariff pause for India offers relief, yet China’s export spillover remains a risk: Jigar Mistry

April 14, 2025

While the US tariffs on China might seem beneficial to India, Jigar Mistry of Buoyant Capital warns of potential trade displacement. China may flood other markets, including India, with exports, creating challenges. Mistry emphasizes that the situation is nuanced, requiring a calibrated approach, as global slowdown fears impact crude oil and the dollar, affecting India’s macro outlook.

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