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 G. Arora is a Partner at JSA with over 12 years of experience advising multinational corporations, investment funds, and high-growth businesses on mergers & acquisitions, private equity investments, corporate structuring, cross-border transactions, foreign direct investment, and general corporate matters. He regularly advises clients on complex domestic and international transactions across the technology, healthcare, manufacturing, real estate, retail, and services sectors. Gaurav is recognised as an ALB India Rising Star and among the Top 10 Young Lawyers by ALB Thomson Reuters.