Trump Tariff Twists: Why India, Brazil, And China Could Be The Biggest Winners

The US Supreme Court’s ruling against Trump-era tariffs has reshaped global trade dynamics. In response, President Donald Trump introduced a blanket 10% tariff on imports, replacing earlier steep duties that disproportionately targeted emerging markets like Brazil, China, and India. Analysts suggest this shift could create unexpected winners in the global economy.  

For India, the new tariff regime reduces barriers in sectors such as textiles, pharmaceuticals, and IT services, strengthening its export competitiveness. Brazil’s agricultural exports, particularly soybeans and beef, are expected to gain traction, while China’s industrial and consumer goods could see renewed demand despite ongoing geopolitical tensions.  

Market experts note that while US businesses may face higher import costs, Asian and Latin American economies stand to benefit from improved trade flows and investor confidence. The tariff reset underscores the importance of resilient supply chains and diversified partnerships, positioning these countries as key players in the evolving global trade landscape.  

Key Highlights  

• US Supreme Court invalidates sweeping Trump-era tariffs  
• New 10% tariff replaces earlier higher duties  
• India’s exports in textiles, pharma, and IT could gain  
• Brazil’s agriculture and China’s industrial goods may expand  
• Global trade dynamics shifting in favor of emerging markets  

Sources: Economic Times, Mint, Business Standard