US Tariff Ruling: Negotiation Opportunity Emerges, But Risks Endure, Says DBS' Taimur Baig
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US Tariff Ruling: Negotiation Window Opens, Risks Remain, Says DBS' Taimur Baig
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CNBC TV18•23-02-2026, 11:40
US Tariff Ruling: Negotiation Window Opens, Risks Remain, Says DBS' Taimur Baig
•DBS' Taimur Baig cautions against premature celebration of US tariff ruling, stating it prevents worsening but doesn't eliminate risks.
•The ruling provides room for discussions and defending positions, reducing downside risk rather than creating upside opportunity.
•It constrains the US administration's ability to abruptly deploy tariffs as a negotiating weapon, ending 'willy-nilly approach to tariff diplomacy'.
•Sector-specific tariffs may still appear but will undergo investigations and legal processes, moderating risk for India and exporters.
•Lower tariff pressure impacts US inflation, interest rates, and the dollar, with a 'short dollar narrative' supporting emerging-market currencies like the rupee.
