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Kundan Motwani

1st Aug 2025 · SEBI-Registered Analyst

🧵 Textile Sector Hit by Trump’s Tariff Tsunami 🌍

Donald Trump’s latest move to impose high import tariffs on India (25%), Bangladesh (30%), and Vietnam (30%) is shaking the global textile industry. 🚨 What it means: These three countries are among the top exporters of garments and textiles to the U.S., and the new tariffs could significantly raise costs for U.S. retailers – and hit South Asian economies hard. 📉 Impact Highlights: 🇮🇳 India: May face reduced demand for cotton garments and readymade apparel 🇧🇩 Bangladesh: Heavily export-dependent – risks losing price competitiveness 🇻🇳 Vietnam: One of the fastest-growing exporters to the U.S. – now under pressure 📦 Result: Global brands may shift sourcing to lower-tariff countries Rising costs could lead to price hikes in U.S. stores Job losses and order slowdowns likely in South Asia 🔍 Investors & traders should watch Indian listed textile stocks like Vardhman Textiles, Arvind Ltd, Welspun India, etc., for volatility. 📢 What do you think – protectionism or pressure tactic?

#MacroViews#PsychologyofMoney
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