India's Trade Talks with U.S.: Is a 90-Day Tariff Pause Extension on the Horizon?

Sajjid Z. Chinoy, MD & Chief India Economist at JP Morgan, shares his insights on the likelihood of an extension to the 90-day pause in U.S Tariff. He emphasizes that the U.S. lacks the capacity to conclude multiple trade deals in a short time frame, likening the situation to a Brexit-like moment for the world’s largest economy. Chinoy suggests that the ongoing uncertainty around U.S. trade policy and tariffs will persist, giving countries more time to negotiate but extending the unpredictability well beyond the initial three-month window. This could provide India with more opportunities to secure a favorable deal.