No Result
View All Result
SUBMIT YOUR ARTICLES
  • Login
Friday, October 31, 2025
TheAdviserMagazine.com
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal
No Result
View All Result
TheAdviserMagazine.com
No Result
View All Result
Home Market Research Business

Tariff pause for India offers relief, yet China’s export spillover remains a risk: Jigar Mistry

by TheAdviserMagazine
7 months ago
in Business
Reading Time: 2 mins read
A A
Tariff pause for India offers relief, yet China’s export spillover remains a risk: Jigar Mistry
Share on FacebookShare on TwitterShare on LInkedIn


As the United States imposes steep tariffs on China while pausing similar actions against other countries, including India, analysts say the immediate pressure may shift toward Chinese exports — but the ripple effects could reach India too.

In an interaction with ETNow, Jigar Mistry of Buoyant Capital, outlined a more complex picture of the ongoing trade reshuffle. While India appears relatively insulated for now, he warned of potential spillovers from China’s trade displacement.

“If China is not allowed to export into the US, then it will try and flood every other market that it is allowed to export to,” Mistry said, pointing to historical precedent. He added, “We have seen this story play out with steel in the year 2015 to 2018 onwards, where they started supplying to the Philippines, Thailand, and the Asia-Pac region… even within India, China could start dumping a lot of material.”

While some market participants view India as a beneficiary of the US tariff pause, Mistry cautioned against oversimplifying the impact. He acknowledged a “first order advantage”, stating, “If the duty on India is less than the duty on every other country, that is a relative benefit to India.” However, he pointed out that the direct gain may be limited, given that “India exports to the US a very small percentage of its GDP and therefore there is no direct impact in and of itself.”

More importantly, Mistry emphasized the second- and third-order effects that could challenge India’s macro outlook. He noted that crude oil and the dollar have weakened due to implied global slowdown fears. “We cannot have it both ways in a way that the recession will happen, which is why crude will fall but India’s exports will not get impacted,” he said.

Live Events

Looking back at how the tariff scenario unfolded, Mistry explained that it could have either been a tactical pressure tool or a structural shift in global trade. “One was that the Trump administration was just using this as a tactical manoeuvring tool… The other way it could have played out was the fact that they would have completely changed the face of how the global business is done,” he said.In conclusion, Mistry summed up the situation by saying, “It is a little more nuanced situation that we have been presented with… it is one of those times where you need to take a calibrated and balanced call.”Also read: Jefferies’ Chris Wood raises India bet at the cost of Taiwan amid Trump tariff turmoil(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)



Source link

Tags: ChinasexportIndiaJigarMistryoffersPauseReliefRemainsRiskspilloverTariff
ShareTweetShare
Previous Post

‘Making a difference together’: Dift helps partners including Accor and BNP Paribas combine social impact with emotional marketing

Next Post

The Trump Family Explores Stablecoin Launch with Binance Deal: WSJ

Related Posts

edit post
Biogen outlines 67% launch product growth and signals expanded pipeline momentum amid strong Q3 results (NASDAQ:BIIB)

Biogen outlines 67% launch product growth and signals expanded pipeline momentum amid strong Q3 results (NASDAQ:BIIB)

by TheAdviserMagazine
October 30, 2025
0

Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking...

edit post
Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

by TheAdviserMagazine
October 30, 2025
0

US equity-index futures rose after strong earnings from Amazon.com Inc. and Apple Inc. spurred a post-market tech rally, lifting sentiment...

edit post
Michael Saylor’s Strategy returns to profitability in third quarter

Michael Saylor’s Strategy returns to profitability in third quarter

by TheAdviserMagazine
October 30, 2025
0

Bitcoin accumulator Strategy Inc. returned to profitability in the third quarter, with results bolstered by an unrealized gain tied to...

edit post
AI bubble talk grips the market. But in the C-suite there’s more FOMO over AI’s benefits than fear of an AI bustup

AI bubble talk grips the market. But in the C-suite there’s more FOMO over AI’s benefits than fear of an AI bustup

by TheAdviserMagazine
October 30, 2025
0

Hello and welcome to Eye on AI. In this edition…Nvidia becomes the first $5 trillion market cap company…Anthropic finds AI...

edit post
AI capex boosts from tech giants should benefit Credo, Micron, others: BNP Baripas

AI capex boosts from tech giants should benefit Credo, Micron, others: BNP Baripas

by TheAdviserMagazine
October 30, 2025
0

Oct. 30, 2025 12:03 PM ETMicrosoft Corporation (MSFT) Stock, GOOG Stock, GOOGL Stock, META StockCIEN, AMD, STX, WDC, NVDA, CLS,...

edit post
The uncomfortable secret of successful people: Forget work-life balance, you have to be ‘obsessed’, ex-Wall Streeter and business coach says

The uncomfortable secret of successful people: Forget work-life balance, you have to be ‘obsessed’, ex-Wall Streeter and business coach says

by TheAdviserMagazine
October 30, 2025
0

While casual side hustles can sometimes pay off, the most successful people prioritize their passion to turn it into profit. ...

Next Post
edit post
The Trump Family Explores Stablecoin Launch with Binance Deal: WSJ

The Trump Family Explores Stablecoin Launch with Binance Deal: WSJ

edit post
How to turn the tech relocation tide

How to turn the tech relocation tide

  • Trending
  • Comments
  • Latest
edit post
77-year-old popular furniture retailer closes store locations

77-year-old popular furniture retailer closes store locations

October 18, 2025
edit post
Pennsylvania House of Representatives Rejects Update to Child Custody Laws

Pennsylvania House of Representatives Rejects Update to Child Custody Laws

October 7, 2025
edit post
What to Do When a Loved One Dies in North Carolina

What to Do When a Loved One Dies in North Carolina

October 8, 2025
edit post
Another Violent Outburst – Democrats Inciting Civil Unrest

Another Violent Outburst – Democrats Inciting Civil Unrest

October 24, 2025
edit post
Probate vs. Non-Probate Assets: What’s the Difference?

Probate vs. Non-Probate Assets: What’s the Difference?

October 17, 2025
edit post
California Attorney Pleads Guilty For Role In 2M Ponzi Scheme

California Attorney Pleads Guilty For Role In $912M Ponzi Scheme

October 15, 2025
edit post
The Tragedy of Expatriation: Europe’s Lost Future

The Tragedy of Expatriation: Europe’s Lost Future

0
edit post
Morgan Stanley Hikes Opendoor (OPEN) PT to  Ahead of Q3 Earnings

Morgan Stanley Hikes Opendoor (OPEN) PT to $6 Ahead of Q3 Earnings

0
edit post
Crypto IPO Boom Fades: Only Circle and Galaxy Digital Show Profits, as eToro Drops 40%

Crypto IPO Boom Fades: Only Circle and Galaxy Digital Show Profits, as eToro Drops 40%

0
edit post
6 Facts You Should Know About the Thrift Savings Plan If You Are a Government Employee

6 Facts You Should Know About the Thrift Savings Plan If You Are a Government Employee

0
edit post
Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

0
edit post
Apple Q4 revenue grows on strong iPhone sales; results beat estimates

Apple Q4 revenue grows on strong iPhone sales; results beat estimates

0
edit post
Biogen outlines 67% launch product growth and signals expanded pipeline momentum amid strong Q3 results (NASDAQ:BIIB)

Biogen outlines 67% launch product growth and signals expanded pipeline momentum amid strong Q3 results (NASDAQ:BIIB)

October 30, 2025
edit post
Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain

October 30, 2025
edit post
XRP Could Drive the ‘Biggest Economic Shift’ in Decades: Crypto Expert

XRP Could Drive the ‘Biggest Economic Shift’ in Decades: Crypto Expert

October 30, 2025
edit post
Commonwealth advisors leave for Cetera, Osaic, Raymond James

Commonwealth advisors leave for Cetera, Osaic, Raymond James

October 30, 2025
edit post
8 Medigap “Gaps” You Only Notice After a Hospital Transfer

8 Medigap “Gaps” You Only Notice After a Hospital Transfer

October 30, 2025
edit post
6 Facts You Should Know About the Thrift Savings Plan If You Are a Government Employee

6 Facts You Should Know About the Thrift Savings Plan If You Are a Government Employee

October 30, 2025
The Adviser Magazine

The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.

CATEGORIES

  • 401k Plans
  • Business
  • College
  • Cryptocurrency
  • Economy
  • Estate Plans
  • Financial Planning
  • Investing
  • IRS & Taxes
  • Legal
  • Market Analysis
  • Markets
  • Medicare
  • Money
  • Personal Finance
  • Social Security
  • Startups
  • Stock Market
  • Trading

LATEST UPDATES

  • Biogen outlines 67% launch product growth and signals expanded pipeline momentum amid strong Q3 results (NASDAQ:BIIB)
  • Asian shares rise: Asian shares, US futures rise on tech results, gold holds gain
  • XRP Could Drive the ‘Biggest Economic Shift’ in Decades: Crypto Expert
  • Our Great Privacy Policy
  • Terms of Use, Legal Notices & Disclosures
  • Contact us
  • About Us

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.

Welcome Back!

Login to your account below

Forgotten Password?

Retrieve your password

Please enter your username or email address to reset your password.

Log In
No Result
View All Result
  • Home
  • Financial Planning
    • Financial Planning
    • Personal Finance
  • Market Research
    • Business
    • Investing
    • Money
    • Economy
    • Markets
    • Stocks
    • Trading
  • 401k Plans
  • College
  • IRS & Taxes
  • Estate Plans
  • Social Security
  • Medicare
  • Legal

© Copyright 2024 All Rights Reserved
See articles for original source and related links to external sites.