BS EDIT: Tariffs without certainty

By Business StandardPublished On Jul 27, 2026

A shifting strategy

The US has replaced one legal route for tariffs with another, keeping import duties central to its trade policy and prolonging uncertainty for global commerce

Rules in transition

New tariffs under Section 301 follow investigations into issues like forced labour. With more probes underway, businesses face an evolving and unpredictable trade landscape

India feels the impact

Indian exports now face additional US tariffs. Future investigations could raise duties further, complicating trade planning and investment decisions

Trade meets geopolitics

Tariffs have become tools of diplomacy and strategic pressure, extending beyond economics to influence energy, security and broader international relations

Negotiating amid uncertainty

India's trade talks with the US continue, but shifting American policies make durable agreements harder to secure and long-term planning more challenging

Diversification is vital

India should pursue a balanced trade strategy by deepening existing FTAs, expanding export markets and strengthening competitiveness to reduce dependence on any one economy