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September 8, 2026
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Table of Contents
×
Context
Why is India vulnerable?
The fundamental dilemma
Why are U.S. tariffs particularly important?
Important Insight: Export Diversification
Scenario 1 — Heavy U.S. sanctions
Scenario 2 — Same tariff shock + export diversification
Why the EU becomes strategically important
Diversification must be both geographical and product-based
Geographical diversification
Product diversification
Domestic reforms are the real long-term solution
Way Forward
Conclusion
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Index
