banner
logo
OUTSOURCE TO OUTPERFORM
OUTSOURCE TO OUTPERFORM

Setting Up a Business Needs More Than a Good Logo. We Get It.

We get your business up and moving. We are a passionate bunch of number crunchers /budget heads. Whether it be an entire overhaul of your accounting department, managing your payrolling, or simply serving you as a bookkeeper – we are here.

Tariff on India by USA: Implications and Outlook

April 23, 2025

In a move that could reshape bilateral trade dynamics, the United States has recently imposed new tariffs on Indian imports, targeting sectors like textiles, pharmaceuticals, steel, and IT services. These tariffs range from 10% to 25% and are perceived by experts as a response to what the U.S. administration deems as unfair trade practices and limited market access for American companies in India.

The US is one of India’s largest trading partners, and the introduction of tariffs could lead to higher prices, reduced competitiveness, and strain in diplomatic relations.

Background

Trade tensions between India and the USA are not new. However, the latest tariffs have emerged after prolonged disagreements over data localization, market access to agricultural products, and e-commerce regulations. The USTR (United States Trade Representative) stated that India’s policies pose barriers to American businesses and necessitated corrective action.

Affected Sectors

  1. Textiles and Apparel: India’s textile exports to the US are substantial, and the imposition of a 20% tariff could price Indian products out of the competitive fast-fashion market.
  2. Pharmaceuticals: Though India supplies cost-effective generics to the US, stricter regulations combined with tariffs could affect margins and sales volumes.
  3. Steel and Metals: This sector has previously been targeted under the Section 232 tariffs. New tariffs may compound existing issues.
  4. IT Services: IT services are impacted indirectly through visa restrictions and now through increased scrutiny of data privacy laws and service pricing models.

GJM & Co. Insights

GJM & Co. recommends Indian exporters:

  • Reassess supply chain dependencies
  • Explore alternative markets (EU, ASEAN, Middle East)
  • Conduct impact analysis with global trade experts

Legal and Regulatory Landscape

The tariffs, though administrative decisions, could be challenged under the World Trade Organization (WTO) framework. However, geopolitical considerations often overshadow such legal proceedings.

Currency and Economic Implications

An increase in tariffs can impact the INR-USD exchange rate. Higher import duties might reduce foreign currency inflows, leading to a potential weakening of the rupee.

Strategic Outlook

India may respond with retaliatory tariffs or initiate dispute resolution proceedings via WTO. However, maintaining dialogue through bilateral forums remains crucial.

Conclusion

This development emphasizes the need for strategic trade diversification, regulatory foresight, and customs compliance. Indian exporters must gear up for a period of unpredictability in global trade.