Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Strategy Insight

US Tariffs On India: The Last Straw?

by Rajeeb Pramanik, India, ASEAN, and EMEA Strategist  

A high US tariff and the lingering uncertainties on the US-India trade deal will hurt investors sentiment. This and contracting corporate profits will push share prices lower. Stay underweight Indian stocks.

Interested in the Executive Summary of this report?

Get instant access to this Executive Summary from BCA Research.

BCA Research | Emerging Markets Strategy

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More