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Drop-In: India in Trump’s firing line – What’s at stake for the economy and markets

India is facing fresh tensions with the Trump administration. The president is threatening steep tariffs in response to India’s continued oil trade with Russia – even as he’s reportedly preparing to hold direct talks with Vladimir Putin. How this all plays out could have significant implications for India’s trade picture and its broader economic trajectory. Can Delhi get a deal done with DC to dodge higher duties?

In this special online briefing, on Thursday 14th August at 0900 BST/1600 SGT our economists will unpack the macro and market risks for India arising from this formidably complex situation, highlighting risks to the country’s macroeconomic outlook, its positioning in a fracturing global system and the relative performance of its financial markets. During this 20-minute session, the team will be answering your questions as they address key issues, including:

  • How much damage Trump’s threatened tariff rates could do to India’s economic outlook; 
  • Whether India can break its reliance on Russian oil;
  • If the underperformance of Indian equities is likely to continue.
Start date:

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