New Delhi, May 16 -- In its latest "GREED & fear" report dated May 15, 2025, Jefferies highlighted how the easing of trade tensions between the U.S. and China could open up new opportunities for countries like India. While markets have been relieved by the recent pullback in tariff threats, the global supply chain realignment underway could give India a major boost.

According to Jefferies, the turning point came during a meeting between U.S. Treasury Secretary Scott Bessent and China's Finance Minister Lan Fo'an in early May. The meeting, held during the IMF-World Bank Spring Meeting, resulted in a sharp reduction in the proposed reciprocal tariffs. This came after Donald Trump's partial policy shift on April 9, which helped spark a 22 p...