Helios Capital founder Samir Arora on Wednesday sought to chill nerves across the India-US commerce deal’s headline determine of a $500 billion “purchase American” dedication, saying such numbers are usually framed as long-term intentions and never short-term.
“Do not know why persons are getting hyper on India having to purchase $ 500 billion from US. There aren’t any time commitments, and all international locations have signed related long-term intentions,” Arora wrote on X.
The veteran fund supervisor argued that giant greenback figures connected to commerce offers are sometimes structured in ways in which keep away from near-term monetary stress. He pointed to how different main economies have dealt with related commitments with the Trump administration.
“For instance, Korea saying they are going to make investments US$200 billion in money, however capped at US$20 billion yearly to keep up monetary stability. No person can fairly count on such huge quantities to be invested over a brief interval anyway,” he mentioned. “So simply chill and luxuriate in all the weather falling in place.”
To make his level, Arora cited current trade-related bulletins involving the European Union, South Korea and Taiwan. He mentioned as a part of a July 2025 framework commerce deal to keep away from larger tariffs, the EU dedicated to encouraging $600 billion in investments within the US by 2028, concentrating on strategic sectors.
“Whereas touted by the US as a serious, binding deal, EU officers famous these commitments are largely based mostly on personal sector, non-binding intentions.”
Equally, South Korea has dedicated to a $350 billion funding in the USA, concentrating on strategic industries, as a part of a 2025/2026 cope with the Trump administration to safe decrease, 15% reciprocal tariffs on auto and different exports. The funding package deal, he added, consists of $200 billion in direct, phased, and capped money installments.
The plan includes $350 billion in whole investments, that includes a “hybrid” mannequin with $200 billion in money, capped at $20 billion yearly to keep up monetary stability, the investor mentioned.
A 3rd instance he cited was Taiwan’s funding pledge within the US, notably in superior sectors. “In January 2026, Taiwan and the U.S. signed a serious commerce deal, with Taiwanese companies committing to not less than $250 billion in direct, long-term funding for US-based semiconductor, AI, and power infrastructure, alongside an extra $250 billion in potential credit score ensures,” Arora wrote.
On Monday, US President Donald Trump, whereas asserting the India-US commerce deal, claimed that New Delhi had dedicated to larger US purchases. “The Prime Minister additionally dedicated to ‘BUY AMERICAN,’ at a a lot larger degree, along with over $500 BILLION DOLLARS of U.S. Power, Expertise, Agricultural, Coal, and lots of different merchandise,” he mentioned.
On Trump’s $500 billion declare, authorities sources have indicated that the determine is for a interval of 5 years and also will embody the acquisition of plane and elements. “We might be importing items price $50-55 billion, for knowledge centres alone, we’ll want items price $20 billion a yr,” the supply mentioned.
Â
Â
