Reasons to Read

Discover how the US–India trade pact could reshape global sourcing and unlock cost advantages amid tariff turmoil.

Read this report to uncover answers to these critical questions:

• How is India emerging as the next global manufacturing hub for US-bound goods?
• What concessions and phased strategies define the proposed US–India trade deal?
• Which sectors—textiles, electronics, footwear and pharma—stand to gain the most from tariff rollbacks?
• How will shifting trade flows impact brands reliant on Chinese supply chains versus early movers diversifying to India?

Data in this research report include: Relative tariff exposure by retailer and sourcing country; trade volumes and US import share for apparel, electronics, engineering goods, leather and pharmaceuticals from India; export-import breakdowns by category and destination such as the US and India.

Companies mentioned in this report include: Apple, Google, Samsung, MGA Entertainment, Abercrombie & Fitch, Levi’s, Gap, American Eagle Outfitters, Aritzia, Five Below, PUMA and Tractor Supply Company.