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EV transition and tariff wars redefine India’s auto components play
India’s auto component industry is poised to hit $ 145 billion by FY30 from $ 80 billion in FY25. Yet high US tariff, EV transition and heavy reliance on imports from China expose vulnerabilities, writes Rakesh Rao.Read more
US tariff war, Russian oil, and India’s balancing act
The ongoing tariff war and India’s purchase of Russian oil highlight global trade complexities, sanctions, and shifting alliances. In this article, R Jayaraman analyses how these dynamics impact India, the US, and global markets.Read more
Will the US tariff war add to MSMEs’ funding woes?
While Micro, Small and Medium Enterprises (MSMEs) continue to face barriers in accessing funds (due to high collateral norms, lack of credit history, slow approvals, etc), the new tariff war could add to their financial woes, says Rakesh Rao.Read more
India to become landfill for Chinese products amid US Beijing tariff war; GTRI
These tariffs include a 100% duty on electric vehicles, a 50% duty on semiconductors, and a 25% duty each on electric vehicle batteries originating from China.Read more
