Category: international trade
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Global Trade at a Crossroads: EU Steel, Chemicals, and Semiconductor Battles
The Strain on European IndustryEuropean heavy industries are once again on the defensive. Steelmakers such as Thyssenkrupp warn of structural collapse if the European Union does not impose stronger trade protections. Their plea echoes U.S. industrial policy, where import tariffs shield domestic producers from cheaper foreign steel. The European concern…
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US Tariffs Send Shockwaves Across Indian Export Industries
The announcement of a 50% tariff by the United States on key Indian exports—including apparel, footwear, jewelry, shrimp, and textiles—has sent tremors across India’s manufacturing and export hubs. For thousands of workers and entrepreneurs in Tirupur, Chennai, Bengaluru, and Agra, the move is more than a policy change; it is…
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India’s Supply Chain: Cosmetic Rebranding or Real Economic Power?
India’s much-touted rise in the global supply chain looks impressive on the surface, but beneath the headline optimism lies a tangled reality that deserves deeper scrutiny. Celebrated as the “China Plus One” alternative, India is being billed as the new darling for multinationals thanks to its cost competitiveness and vast labour…
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Pharma Exports and Trade Diversification: India’s Strategic Pivot Beyond the U.S.
India’s pharmaceutical sector has long enjoyed a dominant export relationship with the United States, its largest and most lucrative market. In FY2025 alone, Indian pharma exports to the U.S. crossed $10.5 billion, cementing America’s role as the cornerstone of India’s global pharma trade. However, persistent concerns about tariff escalations and…
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Fracturing, Not Deglobalizing: The Emerging Shape of the World Economy
The global economy today is often described through the lens of deglobalization, but that framing risks oversimplifying what is truly happening. Rather than a retreat from global integration, what we are witnessing is a strategic fracturing of certain sectors. While trade, capital, and investment still flow across borders at scale,…
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Record FII Outflows and Indian Resilience
India’s financial markets faced a critical test in August 2025 when foreign institutional investors (FIIs) pulled out nearly ₹47,000 crore, marking the highest monthly outflow of the year. The exodus was triggered by global tariff shocks, weak corporate earnings, and a strengthening U.S. dollar. Sectors with heavy export exposure such…
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India’s Textile Sector Under Fire: 50% U.S. Tariffs Shake Export Clusters to the Core
India’s ready-made garments (RMG) sector was already poised for a slowdown, with Crisil forecasting a growth dip to just 3–5% in FY26—about half of earlier projections—due to rising U.S. tariffs . But the game changed dramatically on August 27, 2025, when the U.S. escalated tariffs to 50%. This shift is…
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India’s Garment Exports Face New Headwinds Under U.S. Tariff Shock
India’s ready-made garments (RMG) sector—long a vital contributor to export earnings and employment—is bracing for a sharp slowdown. According to a recent forecast by Crisil, revenue growth is expected to shrink to just 3–5% in FY26, nearly halving from previous levels. The primary reason: new U.S. tariffs that are set…
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