IESA Views on U.S. Tariff Exemptions for Electronics and Computer Goods
“The recent decision by the Trump administration to exempt smartphones, computers, and other electronics from reciprocal tariffs offers a significant—albeit possibly short term—reprieve for global technology manufacturers and US consumers. While this move signals a tactical recalibration rather than a shift in broader trade policy, it is nonetheless a welcome development in terms of easing short-term supply chain disruptions, geopolitical tensions and US consumer resentment.According to Ashok Chandak, President IESA Continued underlying tensions and uncertainties may prompt global players to diversify their manufacturing base—creating a timely opportunity for India to emerge as a preferred alternative. Despite the dampening of near-term export euphoria, the long-term opportunity for In...