India-US trade deal: 4 implications for Indian stock market from Trump's 25% tariff salvo

The newly imposed 25% U.S. tariffs on Indian exports (starting August 1) are projected to trim India’s GDP growth from 6.5% to around 6.25%—a 2.5% to 3% drag. While this will impact sectors like textiles, pharma, electronics, agri-products, and machinery, the broader effect is limited.

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