Everyone’s calling it a disaster. We don’t agree.
But the data says: India is not alone. And not the worst hit. - 20+ countries have higher tariffs than India - Vietnam’s advantage is only 5-6% - India has long-term leverage others don’t
India’s disadvantage is overstated. Bangladesh, Myanmar, Cambodia all face higher barriers.
Key Points: - China and Bangladesh have lost trust - Vietnam and Indonesia are already full - India offers: > Stable policy > Ethical compliance > Vertical integration > Strong mid-tier pricing India is still in the sourcing equation, and probably more than before.
What to expect: - Temporary price renegotiation (2-3 months) - No major buying halt, US needs to refill inventory - India’s current capacity is limited anyway (8-10% growth max) “This isn’t a death blow. It’s a demand reshuffle.” – TexPro
Key points: - US may penalize exporters working with Russian clients - This could trigger a deeper compliance shakeup than tariffs - Exporters must evaluate exposure ASAP
TexPro gives you real-time insights on: - Tariff maps - Buyer shift data - Country-wise risk exposure - Sourcing forecasts
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