This Allianz Global Investors report by Sarah Lien and Anand Gupta analyzes India’s strengthening macro and strategic positioning amid evolving U.S.-China tensions and shifting global trade dynamics.
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Strategic Advantage: India’s low export exposure (under 2% of GDP to the U.S.) shields it from tariff shocks while benefiting from U.S. trade realignment.
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Structural Strengths: Young, tech-skilled workforce, rising middle class, and pro-investment reforms support long-term growth.
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Geopolitical Tailwinds: U.S.-India ties deepen; a bilateral trade deal appears imminent, reinforcing India’s appeal as a manufacturing hub.
Read the full report for detailed analysis on India’s evolving investment case.
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