As the wavy effects of the Donald Trump’s tariff war continue to remodel world trade, Zoho’s founder, Sridhar Vembu, has sounded a precautionary note for India. In a detailed comment on X, Vembu warned that the decrease in profits to North -American Corporations, tightened by rates and changing manufacturing priorities, will force them to rethink IT spending. For India, much depending on exports, this involves problems.

“In the long run the” spiral factory “and the” toaster factory “will return to the United States, Vembu published in X (before Twitter), referring to a potential rehabilitation of manufacturing. “But short -term pain can be quite serious. For many smaller manufacturers depending on the imported parts, short -term pain could be fatal, as Balaji explains.”

He noted that the securities market is already showing signs of tension, and swollen assessments go back to last year’s levels. “The corporate benefits will be successful and this will affect the stock market,” said Vembu.

Having a broader view, Vembu added: “Reconstructing the manufacture in America will also write the end of the extreme funding: the coverage fund that how many must become mechanical engineers. This type of change requires a generation, not 6 months.”

The message for India, he emphasized, is urgent: “We must delay in accordance with computer services exports, because much of them were going to take care of and feed inefficient computer systems in America. The lower corporate sailors will mean that large -north -American corporations will be forced to look at it carefully.”

He concluded with a strong reminder: “The last 30 years do not give us much vision about the next 30 years. We have to look much further back in the history of the lessons.”

The original post of Balaji, which caused the exchange, painted a wide image of what the rates mean to the United States manufacturers. He described as a 30% rate of imported parties turns $ 200 million into a loss of $ 100 million, forcing companies to debts, layoffs or quality commitments. “These rates do not give an incentive to build in the United States,” he wrote. “However, what they probably mean is debt, layoffs, inferior quality and highest prices for any North -American company buying abroad.”

In response to Vembu’s publication, Balaji added: “The long term for the United States is in decades, at best, because it is at the precipice of a collapse similar to the USSR.”

He also argued that the North -American economy is distorted by Keynesian policies and that “the poorest in the country and less dependent is in the United States supply chains, he will better be able to deal with what will come.”