Balaji critiques tariffs as blunt, instant taxes that destroy margins, and proposes data-driven industrial policy that maps supply chains to build domestic capacity.
Escalating diplomatic frictions between the U.S., China and other powers shape commodity flows, defense spending and investor sentiment across markets.
India faces a double-edged trade environment: steep US tariffs, a newly signed EU free-trade pact, and a shifting Chinese manufacturing landscape that together reshape its export strategy.