印度企业在非建厂以对冲美关税影响

Core Viewpoint - Gokaldas, a major Indian apparel exporter, is shifting production capacity to African countries like Kenya and Ethiopia to mitigate the impact of increased U.S. tariffs on Indian goods, which have risen to 50% [1] Group 1: Company Strategy - Gokaldas derives approximately 75% of its independent sales from the U.S., making it vulnerable to U.S. tariff policies that significantly compress its profit margins [1] - The company aims to leverage cost advantages from African factories to maintain market competitiveness and avoid the adverse effects of U.S. trade actions [1] Group 2: Market Diversification - In addition to focusing on African markets, Gokaldas is targeting the European market to diversify its revenue streams through various bilateral free trade agreements [1] - This strategy is intended to enhance the company's resilience against the impacts of U.S. tariff increases [1]