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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