Shilan Shah
Shilan Shah is an emerging markets economist at Capital Economics, known for his analysis of global trade dynamics and economic trends, particularly in relation to Asia. He has gained attention for his insights on how countries like India may benefit in the wake of U.S. tariffs on China, positioning India as a viable alternative supplier to the U.S. market amid shifting trade policies.
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Recent news mentions
Shilan Shah of Capital Economics, who topped Bloomberg’s rupee forecasting rankings last quarter.
Decoupling from dollar: India sells US Treasuries & buys gold, holdings drop to 5-year low
India· 2026-01-23
Shilan Shah is a deputy chief economist for emerging markets at Capital Economics.
Brics-Staaten, die G-7 und der Dollar
Switzerland· 2025-10-28
Shilan Shah of Capital Economics said in a note that a 50pc tariff is large enough to have a material impact.
India’s Modi unwilling to compromise on agriculture as US tariff war escalates - World
Pakistan· 2025-08-07
Shilan Shah suggested that India's decision on oil imports is more political than economic.
Explainer: Donald Trump’s 50% tariffs - will India budge on Russia crude oil trade?India· 2025-08-07
Shilan Shah of Capital Economics said in a note that the extra 25pc tariff would undermine India's attractiveness as an emerging manufacturing hub.
India exporters say 50pc Trump levy ‘severe setback’ - WorldPakistan· 2025-08-07Shilan Shah, an economist with Capital Economics, wrote in an investor note that India is well positioned to be an alternative to China as a supplier of goods to the US.
Will a US-China deal foil India's factory ambitions?
United Kingdom· 2025-05-19
Shilan Shah, an emerging markets economist at Capital Economics, noted that India could end up a genuine winner from the tariff situation.
Global economy already feeling drag from Trump tariffs - WorldPakistan· 2025-05-05
