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US Reciprocal & Penal Tariffs Threaten India’s Growth: GDP, CAD, and Trade Balance at Risk

  US Reciprocal & Penal Tariffs Threaten India’s Growth: GDP, CAD, and Trade Balance at Risk  - Dr.Sanjaykumar Pawar Table of contents Introduction — why this moment matters What the US announced (quick timeline) Why tariffs — the policy logic and limits How big is India’s exposure to the US? (numbers that matter) A simple scenario: how a 25% tariff can shave growth (step-by-step) The penal levy on Russian oil imports — an extra blow Channels of impact: growth, CAD, inflation, exchange rate, employment Sectoral winners and losers — who bears the brunt? Policy options for India — short, medium and strategic responses Conclusion — what to watch for next 6–12 months FAQ 1. Introduction — why this moment matters In August 2025, U.S.–India trade relations took a sharp turn from dialogue to dispute. Within days, Washington imposed a 25% reciprocal tariff on Indian imports, effective immediately, followed by an additional 25% penal levy linked to India’s continu...
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The Reciprocal Tariff Dilemma: Understanding Global Trade Imbalances & Policy Solutions

  The Reciprocal Tariff Dilemma: Understanding Global Trade Imbalances & Policy Solutions  - Dr. Sanjaykumar Pawar Table of Contents: Introduction: The Challenge of Reciprocal Tariffs What Are Reciprocal Tariffs? A Historical Perspective on U.S. Trade and Tariffs Analyzing the "Fair and Reciprocal Plan" Global Tariff Imbalances: A Close Examination Consequences of Implementing Reciprocal Tariffs Policy Recommendations: Breaking Down Barriers to Trade Insights on Future Global Trade Dynamics FAQs: Understanding the Reciprocal Tariff Dilemma Conclusion: Moving Toward a More Efficient Global Trade System Introduction: The Challenge of Reciprocal Tariffs The world of international trade is complex, marked by the ebb and flow of economic policies, regulations, and market forces. One of the most contentious issues in modern trade negotiations is the concept of reciprocal tariffs . These tariffs, often used as a countermeasure, can have far-reaching consequences f...
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China’s Manufacturing Slump: 5-Month PMI Contraction & Global Economic Impactsp

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Global Bond Market Turmoil: Rising Yields, Debt Pressures & Borrowing Costs Explained

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