Markets Breathe Easy on 18percent US Tariff Signal, Caution Persists on Final Trade Details Export & economy

 By Aditya Sesh, Founder & MD, Basiz on the India-US Trade Deal. 

“The market’s reaction reflects relief that tariff uncertainty may be easing, with the reported 18% US tariff offering comfort to Indian exporters. While we remain cautiously optimistic and the underlying economy continues to be fundamentally bullish, this is not a case for irrational exuberance. The real impact will hinge on final details particularly around agricultural imports, where any market opening must be carefully calibrated to protect domestic farmers and rural livelihoods.”