<ul><li>India's lower tariff of 26% on tech hardware imports may benefit from the US tariffs on electronics imports from key countries.</li><li>India's smartphone manufacturing segment could gain a competitive edge with China facing a 34% tariff and Vietnam 46% tariff, while India's tariff remains relatively lower at 26%.</li><li>Dixon Technologies, which has relationships with major brands like Motorola, Google, and Nokia, is expected to be a key beneficiary of the supply chain shift.</li><li>However, there are potential risks, including the rise in production in Brazil with a lower tariff of 10% and bilateral trade agreements that could impact India's advantage.</li></ul>

India Could Benefit From US Tariffs On Tech Hardware Imports: CLSA

Discover more