New Delhi, April 15, 2025: UBS has warned that India’s recovery in private corporate investment could be delayed due to weak corporate sentiment, impacted by rising U.S. tariffs and the potential for China to offload excess manufacturing capacity. These global trade tensions are creating an uncertain business environment, making companies hesitant to invest in new projects.
However, UBS believes India’s long-term growth remains strong, supported by solid macroeconomic fundamentals. The country’s resilience is attributed to its lower reliance on goods exports, with the services sector making up nearly 47% of total exports, helping buffer it from the global trade challenges.
