Trump Tariff Threat Hits India Outlook

  Published 10 months ago

Jefferies cuts India weighting as Trump’s secondary tariff threat on Russian oil buyers raises trade risk for India, China.

  • Russian oil forms 25% of global exports; tariffs could disrupt flows, escalate tensions, warns Jefferies strategist Chris Wood.
  • India’s portfolio weight cut 1% in the GREED & fear note; South Korea allocation raised as a safer alternative.
  • Nifty 50 down 0.7% this week; Citi also downgraded India on expensive valuations, geopolitical risks add caution.

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