By:- Dinesh Kanabar, CEO and Chairman, Dhruva Advisors, on the India- US Trade Deal
The India–US FTA is far more than a trade arrangement—it signals a strategic reset in the economic partnership between the world’s oldest and largest democracies. Coming close on the heels of the India–UAE agreement, India has now effectively stitched market access with the most dynamic consumption and investment hubs. For Indian business, this is not incremental—it is transformational. It opens predictable entry into high-value supply chains, technology collaboration and services mobility that were earlier constrained by tariff and regulatory frictions.
Sectors with deep Indian capability stand to gain immediately. Textiles and apparel can re-emerge as global champions with duty rationalisation and rules-of-origin clarity. Pharmaceuticals and life sciences will benefit from faster approvals and trusted-partner frameworks. Fisheries, agri-processing and speciality chemicals gain scale through assured demand and standards alignment. Equally important is the signal to investors: India is now part of a coherent trade architecture spanning the Gulf and the US, offering a reliable alternative to concentrated sourcing elsewhere.
If executed with speed, this pact can redefine India from being a market to being a production base for the world—exactly the pivot our growth story needs.