BS EDIT: US tariffs on India: Navigating the shifting trade landscape

By Business StandardPublished On Aug 4, 2025

US tariff of 25% may not be final

Trump’s 25% tariff on Indian exports could change based on negotiations or additional surcharges on Russian oil imports

Exceptions for key sectors like mobile phones

Mobile manufacturing and other sectors may face different tariffs, with India’s role in iPhone production potentially softening the impact

India’s tariff disadvantage vs developed nations

India faces a 25% tariff, higher than the 15% for developed countries like Japan and the EU, hurting export competitiveness

India must continue negotiations with the US

India must stay engaged with the US to secure a fairer tariff rate and protect its trade interests

Broaden India’s trade strategy

India should seek broader agreements with markets like the EU and reconsider joining trade blocs such as the CPTPP

Focus on boosting productivity and competitiveness

To counter tariff impacts, India must enhance its productivity and competitiveness through greater trade openness