Könnte Indien eine Absicherung gegen Handelskriege und Zölle sein?
https://www.cnbc.com/2025/04/17/could-india-be-a-hedge-against-trade-wars-and-tariffs.html
Könnte Indien eine Absicherung gegen Handelskriege und Zölle sein?
https://www.cnbc.com/2025/04/17/could-india-be-a-hedge-against-trade-wars-and-tariffs.html
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SS: 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.
Morgan Stanley points out that only 12% of India’s economy is dependent on exports of goods. Further, merchandise exports to the U.S. made up an even smaller proportion— 2.1% of GDP. Strip out pharmaceutical imports and energy, both of which are tariff-exempt for now, and the tariff-impacted goods make up only 1.7% of India’s GDP.
The country also appears to exhibit qualities that could see it develop into an emerging market safe haven in the future.
For instance, India’s economy is consumer-driven and less reliant on exports than other emerging market economies to drive growth. This makes it relatively well-insulated from external shocks, such as trade wars, according to experts.