Apple has big plans for India but Trump Tariffs can change that

This report is from the newsletter of the CNBC’s “Indian” news bulletin, which provides you with information about timely, visual news and prospects for developing energy and its meteorological growth. Like what you see? You can subscribe Here.

In general, consensus held a successful meeting last month in US President Donald Trump and India Prime Minister Narendra Modi Washington last month. What was wrong – and why was the in Apple caught in the middle?

To get everything at speed – trade talks appeared in two April two countries on April 2, and Trump’s tariffs in India will take effect on April 2.

Trump criticized India’s highest rates in Asia. Analysis from Barclays The average weighted average price of India tariffs is 11.5%. Another important issue to Washington is to expand the US-Indian trade deficit.

Last week, India’s Minister of Commerce Pish Gouli was further presented concessions, including concessions, including the main concessions of the United States, from Washington to Keys. However, the Trump’s trading team does not seem to be blurred for the new sources near New Delhi. This raises alarm calls.

The technology of technology is losing – especially in India, which produces about 15% of the iPhones in India according to the American Animals Analysis assessment.

Smartphones that have completed access to India are currently 16% -20% tariff, and tariffs in Indian languages ​​selling USA on Barclays are 0%.

“If the sound export of recent smartphones is facing similar tariffs in the United States, he is Vengopal Harre, Bernstein’s head Vengopal Harre.

The supplementary value of the harp tariffs will be less competitive than Indian electronics, including the country, compared to devices produced in other countries.

India’s rejuvenating production sector

America Assistans analysts also believe that the tariffs offered to India may increase the IPhone price.

It’s important. Apple has been a poster-produced poster with India, which sees many people as a reality of a foreign company to win. Goal referred to the success of Apple by expanding US semiconductor companies to India.

Currently, Nvidia works in AI studies with India’s affected industries, and AMD and Micron promised to expand in India. Apple General Director Tim cook, he developed a strong relationship with Modi, went to the country For the opening of four retail stores in 2023.

India played an important role to diversify Apple’s shipping chain and more dependent on China. In addition to the iPhone, it has started producing other products in the developing market, including iPad and AIRPOD.

“45% of Apple’s total income is built in China, but they want to get it to 30%,” they told CNBC to CNBC, genetic mans. However, experts say that high tariffs may oppose Apple’s expansion and reduce the company’s income in India.

“I want to send a message to New Delhi to negotiate to New Delhi,” said the founder and the founder of the Lexfivemedia.

CNBC has reached to comment on Apple and did not return.

Moorhead studies Apple’s delivery chain and believes that there is a chance to catch several production between India, China and Vietnam.

At that time, the only country is a much isolated country, which would be Vietnam, and due to the trade balance between the United States and Vietnam, it has reported to CNBC over the phone.

Reduce tariffs

Have other options.

When facing a potential strategy, technology companies can use China’s tariffs, and analysts are located close to goods close to the 3rd party before the completion of the goods.

The same can be applied to India.

If the trading speeds are not only diversifying their delivery chain to two or two countries, but also if necessary, three or four, but three or four, but three or four, three-fours. Of course, this is a big beginning. In the new country, the construction of a store can last from three to five years. The delivery chain hires the correct talent when creating a new factory, creating a new plant with local suppliers and obtaining the necessary permissions from local self-government.

However, tariffs can be economically weapons, such as apples may need to use more than themselves than their bends than their bending. China needs to change + 1 to China. + 3.

This Apple will produce less than a lower phone in India.

The flexibility of the delivery chain may be the key to Apple when it is expensive. It is a completely different issue for India’s desire to strive to strive for striving to leave China.

Inflation in India decreased by more than expected in February. Our country The consumer price index was 3.61% Every year the Ministry of Student Statistics and Implementation of the Program held annual conducts. Reuters survey is studied by economists with trade economists, which is 3.98% of the period. For the first time since last summer, inflation has set the minimum printing of India’s Reserve Bank under 4% of Reserve Banks and has set the minimum printing after July 2024.

Priorities of listing on India’s National Stock Exchange. Entrepreneurs or startup makers should receive the benefits of India and the list of India’s National Stock Exchange, according to Bourse’s General Director of Bourse, Kumhan, told CNBC Fuel the story in Singapore on Wednesday. India “has a lot of brains, many enterprises and very little capital,” he said, and said thate In the world’s market in 2024 was the world’s most listing.

Indusind Bank has calmed down after accounting. The Lender announced that on March 10, during the internal reviews of Russia, derivatives have identified derivatives in terms of trading. As a result of the report, the Bank believes that its net value to 2.5%. However, Indusinder reassured investors, it is still well capitalizedAfter stocks return on Tuesday on Tuesday.

Indian reserves continued to make their benefits this week.

March 13, on March 13, the standard Nifty 50 The index grew from 0.21%, and the wider air index was 0.15% higher.

The yield of the 10-year Indian government decreased by 6.708%.

This week, in CNBC TV, Marcelus Investment Managers, in the final budget of the Indian Gubby, the tax abbreviations in the Indian Gubbi believe that “needy” in Indian Gubbi is “non-meaning to lead” in the Indian Gubbi. This is partially, because the country has an experimenter “Good three-year consumption” after pandemic, because it has an experience of “good three-year consumption” after pandemic. Consequently, Consumers save more to pay this debt and returns of expenses.

At the same time, North American President Charles Van der Seit said that Lauri Ann Lorocco of CNBC will never break the shipping chain. Trade barriers can affect one side of the global delivery chain, so other countries appear to eliminate this disorder. India, in particular, store its importance in a global conveyance chain Because the South Asian population is equipped with companies with production capacity, as companies are far from China due to Trump Tariffs.

India will produce information about the wholesale price index of February on Monday and that market observers hope to be better than expected than expected. At the same time, the US Federal Reserve will finish their sitting on Wednesday, which is expected to conduct regular interest rates.

March 14: University of Michigan of India, University of Michigan, USA Michigan University, March, UK gross domestic product

March 17: India’s wholesale price index in February, Industrial production and retail trade in China in January-February, retail trade in February

March 19: The US interest rate solution, Euro regional consumer price index in February

March 20: Calculation of one and five years of China, UK interest rate solution