As the world remains of the new rates imposed by the United States, the market expert Sandip Sabharwal has called The Move a “high risk gambit” designed to deal with the deficits of twin Balloons in America. Although the impact on world trade and inflation is already feeling, Sabharwal believes that India can be positioned exclusively to benefit, if its cards are played well.

“Once the dust is installed, the capital can begin to move away from North -American assets. Emerging markets with a low exposure to the United States trade -their GDP, could benefit,” he said in a detailed detail of the blog.

Sabharwal wrote that the main purpose of the tariff plan is to address the United States tax and trade deficits. “Federal government debt is now at $ 36 trillion, which takes 130% of GDP,” he said, adding that payments of interest could only touch $ 1.6 trillion annually. “This is clearly unsustainable.”

In front of trade, the United States has a deficit of $ 1.4 trillion. “Theoretically, a 25% rate could clean $ 500 million in homework. But with demand and demand exemptions, realistic revenue gains can be only $ 200-3 billion,” said Sabharwal.

The economist said that although the movement may increase the production “made in America” ​​in the long term, the immediate cost will be borne by the consumers. “Even if the manufacture is returned, the consumer will withstand the load through higher prices,” especially since the post-consecutive inflation has already increased the budgets of homes.

SABHARWAL warned that retaliation has already begun, and China gave 34% of fares on Politically -North -Feelings, such as soybeans and corn. “To compensate, the United States government can resort to subsidies, further dragging export volumes and growth.”

For India, however, the change could open the doors. “With its home economy, this could be an opportunity,” he wrote, suggesting that RBI and government “launch aggressive expansive policies” to stimulate growth as the global environment is weakened. “Rupee’s weakness is less worrying, given the relative fall of the dollar,” he added.

In the markets, Sabharwal hopes that technology will suffer while financiers, capital goods and cars could overcome, as long as there are “support policies”. In the long term, he said, “capital may begin to move away from North -American assets”, offering a potential boost to emerging markets such as India.