CNBC's Inside India newsletter: Could India be a hedge against trade wars and tariffs? [CNBC]
Morgan Stanley (MS)
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Source: CNBC
In the market chaos since April 2 “liberation day”, investors are appearing to view India as a hedge against a potential flux in trade flows in the future. Analysts say India's consumer-led economy, low exposure to international trade, and large number of domestic investors partly insulates it from the sell-off ravaging global markets in recent weeks. Lower oil prices, which typically precede a global economic growth slowdown, are also beneficial for the Indian economy. Liquor bottles are displayed at a store on the outskirts of New Delhi on April 3, 2025. This report is from this week's CNBC's “Inside India” newsletter which brings you timely, insightful news and market commentary on the emerging powerhouse and the big businesses behind its meteoric rise. Like what you see? You can subscribe The big story America's trade war with the rest of the world threatens to shake up long-held alliances, disrupt global supply chains, and reinvent methodologies for calculating the a
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