Geopolitical shifts may impact India growth story amid US trade woes, Bernstein says
ReutersAug 12, 2025 4:31 AM
Bernstein says changing geopolitical alignments could significantly impact India's growth story as trade tensions escalate with U.S. over its Russian oil purchases
Adds doubling of U.S. tariffs on Indian goods to 50% last week least of country's worries
Notes "sudden shift in tone and engagement" in Trump's remarks about India, its economy
Highlights U.S. significantly bigger trading partner of India compared to Russia; shifting geopolitics may create mammoth challenges, with no market ready to absorb the products
Nifty 50 .NSEI gains ~4% YTD, significantly underperforming MSCI's broadest index for Asia-Pacific stocks outside Japan .MIAPJ0000PUS, which is up ~16%
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