Tariff uncertainty disrupts markets, puts auto industry at risk: Seth Freeman

Tariff uncertainty is causing major disruptions in business planning and market stability, according to Seth Freeman, Senior Managing Director at GlassRatner Advisory & Capital Group.

He highlighted that the unpredictable nature of tariff impositions, delays, and changing terms is making it difficult for companies to plan. "This is new territory to use tariffs like this… the on-again, off-again delays and changes are very disruptive for the markets," Freeman said.

The auto industry, in particular, could feel the strain. Freeman stated that the US auto sector is already under pressure, and additional tariffs could significantly increase prices, making it even harder for struggling auto dealers to survive. His firm actively deals with distressed auto dealerships in the US, and he said that these new tariffs "can't be good for them."

On Indian markets, Freeman sees a long-term growth opportunity, despite occasional disruptions from regulatory changes. He acknowledged that while India has recently seen market outperformance, uncertainty can affect investor confidence. "Markets changed so much… but investors don’t like uncertainty," he said.

Also Read: Tariff u-turns and policy shifts make US unreliable, says DBS economist

Freeman also touched on broader trade relations and geopolitical factors, noting that while US-India trade remains relatively small, past policy decisions, such as India’s purchase of Russian oil and Chinese infrastructure, could attract political scrutiny.

Also Read: Tariff uncertainty fuels equity market volatility, says Mark Matthews

For the entire interview, watch the accompanying video

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