The ET analysis reviews the 35 percent US duty slapped on Bangladeshi garments and the 20 percent levy on Vietnam, noting that Indian exporters—still subject to the baseline 10 percent US tariff (26 percent on some textile lines)—could gain share, particularly in natural‑fiber apparel where India’s cost gap with Bangladesh is only three to four percent. Yet exporters from Tiruppur and other hubs caution that Chinese suppliers remain aggressive on pricing, and capacity expansion in India has lagged. AEPC chief Mithileshwar Thakur says even a partial tariff cut to 15 percent under a prospective India‑US deal would make Indian synthetics more competitive. Recent share‑price spikes in firms such as Gokaldas Exports and Vardhman Textiles reflect optimism, but the article stresses that concrete duty concessions and investment in production scale are still required to translate policy shifts into sustained export gains.