For Indian markets, a potential second Trump term could bring concerns in five main areas:
- Trade Policies: Renewed tariffs or restrictive trade measures may affect exports.
- Dollar Strength: A strong dollar could impact India’s currency stability and inflation.
- U.S.-China Relations: Escalations could disrupt global supply chains, indirectly affecting India.
- Interest Rates: Policies influencing U.S. interest rates could affect capital flows to India.
- Defense and Tech Ties: Changes in defense or tech collaboration could impact India’s strategic sectors.
