{"id":5757,"date":"2025-04-23T16:29:42","date_gmt":"2025-04-23T23:29:42","guid":{"rendered":"https:\/\/dev.darsky.com\/dalton\/?p=5757"},"modified":"2025-04-23T16:29:43","modified_gmt":"2025-04-23T23:29:43","slug":"dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars","status":"publish","type":"post","link":"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/","title":{"rendered":"Dalton Investments Venkat Pasupuleti Quoted in Barron&#8217;s Article &#8220;Why India Has an Advantage in Trump\u2019s Tariff Wars&#8221;"},"content":{"rendered":"\n<p>Venkat Pasupuleti, Portfolio Manager at Dalton Investments, was recently quoted in Barron\u2019s, discussing the Indian stock market. After President Trump\u2019s \u201cIndependence Day\u201d tariff turmoil, the Barron\u2019s article notes that there is good news and bad news for India. On one side, Indian goods exported to the US accounted for just over 1% of India\u2019s GDP in 2024 (one of the lowest among leading economies) and Washington has a strategic interest in keeping India friendly. On the other side, according to Pasupuleti, bad news could be coming from \u201csecond-order effects\u201d as some of India\u2019s biggest stocks are IT outsourcing companies, which are vulnerable to the negative effects of tariffs on their US customers. In addition, India will have to protect itself against China flooding the market with cheap exports, and the markets will be watching how Prime Minister Modi plays his cards, as he seeks to make deals, whilst also protecting two-thirds of the population that still live off the land in rural areas. Pasupuleti opines that open market access for super productive U.S. farmers would be \u201cpolitical suicide\u201d for Modi. And that amidst the turmoil, Pasupuleti is \u201ccautiously optimistic on more large-cap exposure.\u201d Despite Modi\u2019s quest to negotiate with Trump, Pasupuleti concludes that \u201cwe are heading into very, very choppy waters.\u201d<\/p>\n\n\n\n<p><a href=\"https:\/\/www.barrons.com\/articles\/india-has-advantage-trump-tariff-wars-trade-d0db84b6\">Read the article here<\/a>.<strong> <\/strong>(Subscription Required)<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Venkat Pasupuleti, Portfolio Manager at Dalton Investments, was recently quoted in Barron\u2019s, discussing the Indian stock market. After President Trump\u2019s \u201cIndependence Day\u201d tariff turmoil, the Barron\u2019s article notes that there is good news and bad news for India. On one \u2026<br \/><a class=\"read-more\" href=\"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/\">read more &gt;<\/a><\/p>\n","protected":false},"author":717,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[16],"tags":[],"class_list":["post-5757","post","type-post","status-publish","format-standard","hentry","category-dalton-in-the-news","wpautop"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dalton Investments Venkat Pasupuleti Quoted in Barron&#039;s Article &quot;Why India Has an Advantage in Trump\u2019s Tariff Wars&quot; - Dalton Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dalton Investments Venkat Pasupuleti Quoted in Barron&#039;s Article &quot;Why India Has an Advantage in Trump\u2019s Tariff Wars&quot; - Dalton Investments\" \/>\n<meta property=\"og:description\" content=\"Venkat Pasupuleti, Portfolio Manager at Dalton Investments, was recently quoted in Barron\u2019s, discussing the Indian stock market. After President Trump\u2019s \u201cIndependence Day\u201d tariff turmoil, the Barron\u2019s article notes that there is good news and bad news for India. On one \u2026read more &gt;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/\" \/>\n<meta property=\"og:site_name\" content=\"Dalton Investments\" \/>\n<meta property=\"article:published_time\" content=\"2025-04-23T23:29:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-23T23:29:43+00:00\" \/>\n<meta name=\"author\" content=\"Alina Peon\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alina Peon\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/\",\"name\":\"Dalton Investments Venkat Pasupuleti Quoted in Barron's Article \\\"Why India Has an Advantage in Trump\u2019s Tariff Wars\\\" - Dalton Investments\",\"isPartOf\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\"},\"datePublished\":\"2025-04-23T23:29:42+00:00\",\"dateModified\":\"2025-04-23T23:29:43+00:00\",\"author\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/af08bb90727a294b75768307cea043c7\"},\"breadcrumb\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/dev.darsky.com\/dalton\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Dalton Investments Venkat Pasupuleti Quoted in Barron&#8217;s Article &#8220;Why India Has an Advantage in Trump\u2019s Tariff Wars&#8221;\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/\",\"name\":\"Dalton Investments\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/dev.darsky.com\/dalton\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/af08bb90727a294b75768307cea043c7\",\"name\":\"Alina Peon\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/1ea9fbd6e44b6169c40f505588c0c23d17ed753347be602238137e1d0052652e?s=96&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/1ea9fbd6e44b6169c40f505588c0c23d17ed753347be602238137e1d0052652e?s=96&r=g\",\"caption\":\"Alina Peon\"},\"url\":\"https:\/\/dev.darsky.com\/dalton\/author\/apeon\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Dalton Investments Venkat Pasupuleti Quoted in Barron's Article \"Why India Has an Advantage in Trump\u2019s Tariff Wars\" - Dalton Investments","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/dev.darsky.com\/dalton\/dalton-investments-venkat-pasupuleti-quoted-in-barrons-article-why-india-has-an-advantage-in-trumps-tariff-wars\/","og_locale":"en_US","og_type":"article","og_title":"Dalton Investments Venkat Pasupuleti Quoted in Barron's Article \"Why India Has an Advantage in Trump\u2019s Tariff Wars\" - Dalton Investments","og_description":"Venkat Pasupuleti, Portfolio Manager at Dalton Investments, was recently quoted in Barron\u2019s, discussing the Indian stock market. 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