How Big Is The Threat To Trade & Markets?

The United States has proposed fresh tariffs on India under Section 301, citing concerns related to forced labor and trade practices. The move could impact textile exports and comes at a time when global markets are already navigating geopolitical uncertainty. Sharad Avasthi, Head of Research (PCG), SMIFS explains why India may be better positioned today, thanks to export diversification, new trade agreements, and shifting global demand patterns. He also discusses the likely impact on investor sentiment, key sectors to watch, and whether this development is a short-term concern or a material risk for the Indian economy.