Samir Arora: India Better Positioned for Trump's Potential 15% Tariffs, Here's Why
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Samir Arora: India Better Placed Despite Trump's 15% Tariffs
M
Moneycontrol•22-02-2026, 15:03
Samir Arora: India Better Placed Despite Trump's 15% Tariffs
•Veteran fund manager Samir Arora downplays concerns over Trump's 15% global tariffs, stating India's competitive position remains largely unchanged.
•Trump increased the global tariff rate to 15% after a US Supreme Court ruling deemed his unilateral tariff-setting unconstitutional.
•Arora argues that if most nations face a similar 15% rate, the relative competitive equations remain broadly intact, not uniquely disadvantaging India.
•He notes that over 90 countries, including key US trading partners like Australia and the UK, are now at 15% tariffs.
•The 15% rate is currently for a 150-day period; any extension would require congressional approval, adding political uncertainty.
