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  • 3 months ago

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00:00Which sectors of the Indian economy do you think are going to be most hard hit?
00:05You know, I mean, I think it's not so much, you know, obviously manufacturing will take a hit.
00:10You know, they have a very robust manufacturing sector and, you know, and obviously they would normally be looking to sort of grow and take more market share, particularly given the tariffs on China.
00:23So that's going to be a challenge for them.
00:25It's also going to make it more difficult for them as people are looking for alternatives to China and potential different ways of serving the U.S. market.
00:33It's going to make it harder for India to compete for that business.
00:36So I would say basically anything in the manufacturing sector, anything where they might otherwise have more of an opportunity to take sales from China.
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