
Investor Vijay Kieda believes that the recent rise in United States rates on Indians can be a turning point, not a setback. Reacting to Washington’s move to impose 27 percent of “reciprocal rates” on Indian imports, Kedia said this could mark “a new start for India.”
“ When the challenges surround us, the transformation begins. United States fares may seem like an obstacle, but we have seen enough market cycles to know: this could be the definitive moment of India, ” Kieda wrote about X. He added, “ not only emotional, but emotional, a renewed faith in our ability to build, innovate and lead.In an investor. -We.
Kieda had previously written: “The current US stance may seem tough, but it could be a disguised blessing: leading India to greater confidence in itself and inner strength. In adversity, we often find our true direction.”
His optimistic perspective comes, even when others like Kotak Mutual Fund, MD Nilesh Shah, seemed a more precautionary note on potential fall. “President Trump is demonstrating what St. Tullesidas wrote centuries ago:” Samrath Ko Nahi Dosh Gosain. “The WTO is intended for weak nations. Strong nations can do what they want,” Shah wrote.
Siting historical parallels, Shah warned that past massive impositions in 1828 and 1930 had preceded the main economic falls. “There is a great chance that the rise of massive rates of 2025 will result in smaller growth and greater inflation … For emerging markets, it will be called Stagflation, but for the United States, a hard landing will be called.”
India, however, may be better positioned than his Asian companions, he said. “We can contribute the business of footwear and clothing of Asians if we gather our event. We need to be proactive about Chinese dumping. We must negotiate hard with China to create a winning situation instead of regular loss.”
The United States has announced a 27 percent reciprocal rate on Indian goods from April 9, citing the existing features of New Delhi. More than 60 countries are affected by the new regime. While some key sectors such as the pharmaceutical company, energy and semiconductors have been exempt, the movement could affect Indian exporters through the steel, jewelry and clothing sectors. India is currently analyzing the impact through the Ministry of Commerce.
Despite concerns, analysts and policymakers indicate that India’s position is still relatively strong. From 2021 to 2024, the United States was the largest trade partner in India and India maintained a healthy commercial surplus of more than $ 35 million by 2023-24.