Sajjid Z. Chinoy On Tariff: India Must Seize Trade Crisis As Opportunity

Sajjid Z. Chinoy, Managing Director & Chief India Economist at JP Morgan, shares his insights on the global trade landscape amid Donald Trump's 90-day pause on reciprocal tariffs. Chinoy views the moment as a potential opportunity within crisis, highlighting a major transformation in global supply chains not seen in decades. While concerns linger over a U.S. economic contraction in Q1, he attributes it to technical factors, such as strong imports. He emphasizes that, despite the turbulence, the broader global economy remains on solid footing, offering India strategic space to reassess its trade approach with the U.S.