India’s trade and M&A landscape in 2025 is being reshaped by U.S. tariffs, including a 50% duty on key exports. MSME-driven sectors like textiles and auto parts face valuation pressure and deal slowdowns, while IT, pharma, and fintech remain strong. Domestic deals and renewable energy investments keep M&A activity afloat, but cross-border transactions with U.S. firms are strained. Companies are diversifying toward ASEAN, EU, and Middle East markets, and private equity is shifting to consumption-led industries. India is responding with FTAs, MSME support, and demand-boosting measures, as tariffs emerge as strategic levers influencing global capital flows.
The article was authored by Gaurav G Arora, Partner, was published in International Bar Association.
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Gaurav’s practice covers mergers & acquisitions, private equity, corporate structuring and restructuring, and general corporate commercial matters (including data privacy and white-collar crime investigations).