India: Geopolitical Winner in a Fragmenting Global Economy

This Allianz Global Investors report by Sarah Lien and Anand Gupta analyzes India’s strengthening macro and strategic positioning amid evolving U.S.-China tensions and shifting global trade dynamics.

• Strategic Advantage: India’s low export exposure (under 2% of GDP to the U.S.) shields it from tariff shocks while benefiting from U.S. trade realignment.

• Structural Strengths: Young, tech-skilled workforce, rising middle class, and pro-investment reforms support long-term growth.

• Geopolitical Tailwinds: U.S.-India ties deepen; a bilateral trade deal appears imminent, reinforcing India’s appeal as a manufacturing hub.

Read the full report for detailed analysis on India’s evolving investment case.