Ajay Srivastava
Made In India? Oh Yeah?
To take advantage of US tariffs against China, Indian exporters will have to prove most of the value addition happened here. Merely assembling Chinese components into goods won’t do
For India, Tariff Game’s Just Begun
Whether Indian exports can benefit from higher tariffs on other countries is an open question. Plus, in FTA talks, New Delhi will face pressure from Trump to cut agri, auto tariffs. It must not. Instead, it can go easy on import-intensive exports, like smartphones. Net forex earning from these exports to US is low
Time To Trump-Proof Trade
Washington’s tariffs will soon hit India. But New Delhi must not overreact or retaliate. Absorb small losses, think long-term and work with other nations
Give Trump Some Tariff Cookies, Not The Whole Jar
Trump’s tariffs will hurt farmers and industries. To cut losses, India should give him concessions where it does not have much to lose. On EVs, don’t get Tesla-fixated
Don’t Let Don Steer You
GOI must resist Trump’s aggressive trade negotiating style, like it did in 2018. Refuse to cut tariffs during bilateral meetings. Evaluate impacts thoroughly. Remind US what it gets from India
Let’s not again unmake in India
The Samsung workers’ strike shows why India needs a framework to guarantee interruption-free manufacturing. That also helps workers