Nomura: India's Counter to US Tariffs

  Published 7 months ago

Nomura expects India to deploy fiscal, monetary, and export measures to offset the US tariff impact.

  • Three key actions include targeted fiscal/credit aid, monetary liquidity support, and export diversification initiatives now
  • If 50% tariffs persist in FY25‑26, GDP could lose about 0.4 percentage points annually in real terms
  • Weak exports and tariff spillovers on labor, investment likely outweigh GST reforms, nudging Nifty down

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