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19 Sep 2025

International Economy

India’s exports surge ahead of US tariff hike to 50%, pressuring its economy while creating opportunities for Thailand (Current Issue No.3603 Full Ed.)

คะแนนเฉลี่ย
  • India has accelerated exports in anticipation of a tariff hike to 50 percent by the US. While the weaker Rupee provides temporary support, the country still faces risks of rising inflation and financial instability. In 2025, the tariff impacts are expected to remain limited, but resulting pressures will become more evident in 2026 given that India’s shipments to the US account for 18 percent of its total exports. Every 1-percent decline in exports to the US is estimated to drag India’s GDP down by around 0.02 percent. 
  • KResearch views that the US tariff measures on India signal a broader shift in global economic alignment – an issue that warrants close monitoring. This development offers opportunities for Thailand to capitalize on tariff advantages and capture greater US market share, particularly in already competitive products. However, Thai exporters must also brace for heightened competition in ASEAN markets as Indian goods may increasingly be diverted to the region.

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International Economy