Overview

• Indian businesses report a significant rise in export orders, driven by US tariffs on China and geopolitical factors.
• Ongoing India-US bilateral trade agreement discussions are expected to further boost trade opportunities for Indian firms.
• Companies like Dixon Technologies and Havells are scaling up production to meet growing demand from US partners.
• Despite potential tariff increases in July, manufacturing in India remains cost-effective for exports to the US.
• Elevated Chinese tariffs and instability in Bangladesh enhance India's position as a preferred sourcing hub for global markets.