Indian exporters across multiple sectors—from home décor to leather goods—are feeling the pressure. With trade deal negotiations still unresolved, they're facing a critical window in January to lock in orders for the US summer shopping rush. Miss this timing, and inventory sits idle while competitors capitalize on peak retail season demand. The uncertainty around trade terms is creating a ripple effect: slower order commitments, stretched cash flows, and missed opportunities. It's a classic case of macro headwinds filtering down to supply chains and market liquidity. When export-dependent economies face friction, it typically signals broader economic tightening—something worth monitoring across all asset classes.