Indian Sectors Tariff Risk Analysis

Indian Sectors Tariff Risk Analysis

Impact Assessment of Trump Administration Trade Policies on Indian Export Sectors

Analysis Date
August 2025
$189.6B
Total Export Value
$12.4B
Potential Losses
9
Sectors Analyzed
38.5M
Jobs at Risk

Tariff Risk Score by Sector

Risk Level Distribution

Severe Impact
3 sectors
High Impact
3 sectors
Moderate Impact
1 sector
Low/Exempt
2 sectors

Detailed Sector Analysis

Executive Summary

The analysis reveals that Indian export sectors face varying degrees of risk from potential Trump administration tariffs, with traditional labor-intensive industries being most vulnerable.

High-Risk Sectors

Textiles, Gems & Jewellery, and Leather industries face severe impact with combined potential losses of $6.1B and 9.4M jobs at risk.

Protected Sectors

Pharmaceuticals and Electronics benefit from strategic importance and supply chain integration, showing resilience with minimal risk exposure.

Strategic Recommendations

Immediate Actions

  • Diversify export markets beyond the US for high-risk sectors
  • Strengthen bilateral trade negotiations and diplomatic channels
  • Accelerate value chain upgrades in vulnerable sectors

Long-term Strategy

  • Invest in high-tech manufacturing and services
  • Develop regional trade partnerships (RCEP, bilateral FTAs)
  • Focus on sectors with strategic exemptions potential

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